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Burt Wealth Advisors’s UnitedHealth UNH Stock Holding History

Burt 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 		$5.23M Sell
15,141
-355
-2% -$107K 1.28% 16
2025
Q2 		$4.83M Sell
15,496
-545
-3% -$208K 1.11% 18
2025
Q1 		$8.4M Buy
16,041
+176
+1% +$90K 2.11% 13
2024
Q4 		$8.03M Sell
15,865
-251
-2% -$143K 2.04% 13
2024
Q3 		$9.42M Sell
16,116
-252
-2% -$143K 2.32% 13
2024
Q2 		$8.34M Sell
16,368
-957
-6% -$469K 2.2% 13
2024
Q1 		$8.57M Buy
17,325
+276
+2% +$140K 2.17% 13
2023
Q4 		$8.98M Sell
17,049
-285
-2% -$152K 2.56% 13
2023
Q3 		$8.74M Hold
17,334
– – 2.68% 13
2023
Q2 		$8.33M Sell
17,334
-399
-2% -$195K 2.51% 14
2023
Q1 		$8.38M Sell
17,733
-246
-1% -$119K 2.6% 14
2022
Q4 		$9.53M Sell
17,979
-4
-0% -$2.12K 3.19% 12
2022
Q3 		$9.08M Hold
17,983
– – 3.64% 11
2022
Q2 		$9.24M Sell
17,983
-255
-1% -$128K 3.21% 13
2022
Q1 		$9.3M Sell
18,238
-296
-2% -$143K 2.79% 13
2021
Q4 		$9.31M Hold
18,534
– – 3.04% 11
2021
Q3 		$7.24M Hold
18,534
– – 2.31% 12
2021
Q2 		$7.42M Sell
18,534
-62
-0.3% -$24.7K 2.68% 11
2021
Q1 		$6.92M Sell
18,596
-1,067
-5% -$370K 2.55% 12
2020
Q4 		$6.89M Hold
19,663
– – 2.38% 11
2020
Q3 		$6.13M Hold
19,663
– – 2.29% 11
2020
Q2 		$5.8M Buy
19,663
+9
+0% +$2.58K 2.35% 10
2020
Q1 		$4.9M Sell
19,654
-116
-0.6% -$31.9K 2.2% 11
2019
Q4 		$5.81M Sell
19,770
-138
-0.7% -$36.1K 2.27% 11
2019
Q3 		$4.33M Hold
19,908
– – 1.78% 11
2019
Q2 		$4.86M Hold
19,908
– – 2.13% 10
2019
Q1 		$4.92M Sell
19,908
-182
-0.9% -$46.4K 2.22% 9
2018
Q4 		$5M Hold
20,090
– – 2.37% 9
2018
Q3 		$5.34M Hold
20,090
– – 2.43% 9
2018
Q2 		$4.93M Hold
20,090
– – 2.36% 9
2018
Q1 		$4.3M Hold
20,090
– – 2.19% 8
2017
Q4 		$4.43M Hold
20,090
– – 2.76% 7
2017
Q3 		$3.94M Sell
20,090
-207
-1% -$40K 2.58% 7
2017
Q2 		$3.76M Buy
20,297
+207
+1% +$36.3K 2.6% 7
2017
Q1 		$3.29M Sell
20,090
-483
-2% -$79.1K 2.38% 8
2016
Q4 		$3.29M Buy
20,573
+1
+0% +$149 2.94% 6
2016
Q3 		$2.88M Hold
20,572
– – 3.08% 5
2016
Q2 		$2.9M Sell
20,572
-237
-1% -$31.6K 3.22% 6
2016
Q1 		$2.68M Buy
20,809
+147
+0.7% +$17.4K 2.44% 7
2015
Q4 		$2.43M Sell
20,662
-1,354
-6% -$158K 1.94% 11
2015
Q3 		$2.4M Hold
22,016
– – 2.98% 7
2015
Q2 		$2.69M Sell
22,016
-441
-2% -$52.2K 2.92% 6
2015
Q1 		$2.66M Hold
22,457
– – 2.7% 6
2014
Q4 		$2.27M Buy
+22,457
New +$2.13M 2.41% 7

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

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

Burt Wealth Advisors reduced its UnitedHealth (UNH) stake by 2.3% in Q3 2025, selling an estimated $107K and leaving 15,141 shares worth $5.23M. The position accounts for 1.28% of the portfolio, ranked #16.

Burt Wealth Advisors first reported a position in UNH in Q4 2014 and has held it in 44 quarters since. The position peaked at $9.53M in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Burt Wealth Advisors held 15,141 shares of UnitedHealth worth $5.23M as of Q3 2025.
  • Burt Wealth Advisors sold 355 UnitedHealth shares in Q3 2025, an estimated $107K.
  • UnitedHealth made up 1.28% of Burt Wealth Advisors's portfolio in Q3 2025, its #16 holding.
  • Burt Wealth Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's UnitedHealth position peaked at $9.53M in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.