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Bellwether Advisors’s UnitedHealth UNH Stock Holding History

Bellwether Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-146
Closed -$45.5K – 537
2025
Q2 		$45.5K Buy
146
+57
+64% +$21.8K 0.01% 230
2025
Q1 		$46.6K Sell
89
-40
-31% -$20.4K 0.01% 224
2024
Q4 		$65.3K Buy
+129
New +$73.3K 0.01% 211
2024
Q3 		– Sell
-3,165
Closed -$1.61M – 145
2024
Q2 		$1.61M Sell
3,165
-4,941
-61% -$2.42M 0.34% 60
2024
Q1 		$4.01M Buy
+8,106
New +$4.12M 0.88% 28
2023
Q3 		– Sell
-8,875
Closed -$4.27M – 119
2023
Q2 		$4.27M Buy
8,875
+4,064
+84% +$1.99M 1.26% 17
2023
Q1 		$2.27M Buy
4,811
+4,746
+7,302% +$2.29M 0.62% 39
2022
Q4 		$34.5K Sell
65
-53
-45% -$28.1K 0.01% 211
2022
Q3 		$59K Buy
118
+82
+228% +$43.1K 0.02% 149
2022
Q2 		$18K Sell
36
-20
-36% -$10K 0.01% 223
2022
Q1 		$28K Hold
56
– – 0.01% 232
2021
Q4 		$28K Hold
56
– – 0.01% 246
2021
Q3 		$21K Buy
56
+20
+56% +$8.28K 0.01% 245
2021
Q2 		$14K Sell
36
-1
-3% -$399 ﹤0.01% 245
2021
Q1 		$13K Hold
37
– – 0.01% 233
2020
Q4 		$12K Buy
+37
New +$12.4K 0.01% 226

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Advisors's UNH Position: Q3 2025 in Review

Bellwether Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 146 shares — an estimated $45.5K sold.

Bellwether Advisors first reported a position in UNH in Q4 2020 and held it in 16 quarters. The position peaked at $4.27M in Q2 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Bellwether Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 146 UnitedHealth shares in Q3 2025, an estimated $45.5K.
  • Bellwether Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 16 quarters.
  • Bellwether Advisors's UnitedHealth position peaked at $4.27M in Q2 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.