CarsonAllaria Wealth Management’s UnitedHealth UNH Stock Holding History

CarsonAllaria Wealth Management’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	-39	Closed	-$12.3K	–	318
2025 Q2	$12.3K	Sell	39 -33	-46%	-$12.6K	0.01%	236
2025 Q1	$38K	Hold	72	–	–	0.02%	143
2024 Q4	$36.5K	Buy	72 +1	+1%	+$568	0.02%	150
2024 Q3	$42.1K	Hold	71	–	–	0.02%	137
2024 Q2	$36.5K	Hold	71	–	–	0.02%	140
2024 Q1	$35.3K	Hold	71	–	–	0.02%	150
2023 Q4	$37.4K	Buy	71 +1	+1%	+$533	0.03%	130
2023 Q3	$35.7K	Sell	70 -9	-11%	-$4.43K	0.03%	129
2023 Q2	$38.3K	Hold	79	–	–	0.03%	125
2023 Q1	$37.5K	Hold	79	–	–	0.03%	122
2022 Q4	$42K	Buy	+79	New	+$41.8K	0.04%	115

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

CarsonAllaria Wealth Management's UNH Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 39 shares — an estimated $12.3K sold.

CarsonAllaria Wealth Management first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $42.1K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 39 UnitedHealth shares in Q3 2025, an estimated $12.3K.
CarsonAllaria Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
CarsonAllaria Wealth Management's UnitedHealth position peaked at $42.1K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.