Briaud Financial Planning’s UnitedHealth UNH Stock Holding History

Briaud Financial Planning’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	-466	Closed	-$145K	–	319
2025 Q2	$145K	Hold	466	–	–	0.06%	52
2025 Q1	$244K	Hold	466	–	–	0.1%	25
2024 Q4	$235K	Hold	466	–	–	0.1%	24
2024 Q3	$272K	Hold	466	–	–	0.14%	20
2024 Q2	$237K	Hold	466	–	–	0.14%	21
2024 Q1	$231K	Buy	+466	New	+$237K	0.13%	20
2023 Q4	–	Sell	-488	Closed	-$246K	–	152
2023 Q3	$246K	Hold	488	–	–	0.2%	21
2023 Q2	$234K	Buy	488 +22	+5%	+$10.8K	0.22%	18
2023 Q1	$220K	Hold	466	–	–	0.21%	18
2022 Q4	$247K	Sell	466 -102	-18%	-$54K	0.2%	18
2022 Q3	$313K	Buy	568 +102	+22%	+$53.6K	0.28%	19
2022 Q2	$239K	Hold	466	–	–	0.16%	23
2022 Q1	$237K	Hold	466	–	–	0.14%	24
2021 Q4	$233K	Buy	+466	New	+$211K	0.13%	21
2021 Q2	–	Sell	-580	Closed	-$216K	–	23
2021 Q1	$216K	Hold	580	–	–	0.16%	22
2020 Q4	$203	Buy	+580	New	+$194K	0.13%	19

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Briaud Financial Planning's UNH Position: Q3 2025 in Review

Briaud Financial Planning sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 466 shares — an estimated $145K sold.

Briaud Financial Planning first reported a position in UNH in Q4 2020 and held it in 16 quarters. The position peaked at $313K in Q3 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Briaud Financial Planning reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 466 UnitedHealth shares in Q3 2025, an estimated $145K.
Briaud Financial Planning first reported a position in UnitedHealth in Q4 2020 and held it in 16 quarters.
Briaud Financial Planning's UnitedHealth position peaked at $313K in Q3 2022.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.