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Binnacle Investments’s UnitedHealth UNH Stock Holding History

Binnacle Investments’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 		$308K Buy
891
+508
+133% +$154K 0.18% 52
2025
Q2 		$119K Buy
383
+249
+186% +$95.2K 0.08% 95
2025
Q1 		$70.2K Buy
+134
New +$68.5K 0.05% 112

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

Binnacle Investments's UNH Position: Q3 2025 in Review

Binnacle Investments increased its UnitedHealth (UNH) stake by 133% in Q3 2025, buying an estimated $154K and bringing the position to 891 shares worth $308K. The position accounts for 0.18% of the portfolio, ranked #52.

Binnacle Investments first reported a position in UNH in Q1 2025 and has held it in 3 quarters since. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Binnacle Investments held 891 shares of UnitedHealth worth $308K as of Q3 2025.
  • Binnacle Investments bought 508 UnitedHealth shares in Q3 2025, an estimated $154K.
  • UnitedHealth made up 0.18% of Binnacle Investments's portfolio in Q3 2025, its #52 holding.
  • Binnacle Investments first reported a position in UnitedHealth in Q1 2025 and has held it in 3 quarters since.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.