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BlueChip Wealth Advisors’s UnitedHealth UNH Stock Holding History

BlueChip Wealth 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
-891
Closed -$278K – 188
2025
Q2 		$278K Buy
891
+81
+10% +$31K 0.12% 137
2025
Q1 		$424K Hold
810
– – 0.21% 91
2024
Q4 		$410K Buy
810
+18
+2% +$10.2K 0.23% 84
2024
Q3 		$463K Buy
792
+46
+6% +$26K 0.24% 82
2024
Q2 		$380K Sell
746
-48
-6% -$23.5K 0.22% 88
2024
Q1 		$393K Sell
794
-263
-25% -$134K 0.25% 78
2023
Q4 		$557K Buy
+1,057
New +$564K 0.39% 57

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

BlueChip Wealth Advisors's UNH Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 891 shares — an estimated $278K sold.

BlueChip Wealth Advisors first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $557K in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 891 UnitedHealth shares in Q3 2025, an estimated $278K.
  • BlueChip Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • BlueChip Wealth Advisors's UnitedHealth position peaked at $557K in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.