Center For Asset Management’s UnitedHealth UNH Stock Holding History

Center For Asset 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 Q4	–	Sell	-698	Closed	-$241K	–	160
2025 Q3	$241K	Buy	698 +89	+15%	+$26.9K	0.13%	123
2025 Q2	$309K	Buy	609 +16	+3%	+$6.12K	0.19%	98
2025 Q1	$311K	Sell	593 -16	-3%	-$8.18K	0.19%	101
2024 Q4	$308K	Buy	609 +192	+46%	+$109K	0.2%	96
2024 Q3	$244K	Buy	417 +24	+6%	+$13.6K	0.15%	109
2024 Q2	$200K	Buy	+393	New	+$193K	0.13%	120
2021 Q4	–	Sell	-624	Closed	-$244K	–	134
2021 Q3	$244K	Buy	624 +79	+14%	+$32.7K	0.21%	81
2021 Q2	$218K	Buy	+545	New	+$217K	0.19%	95

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

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

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

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

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

Center For Asset Management's UNH Position: Q4 2025 in Review

Center For Asset Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 698 shares — an estimated $241K sold.

Center For Asset Management first reported a position in UNH in Q2 2021 and held it in 8 quarters. The position peaked at $311K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Center For Asset Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Center For Asset Management sold 698 UnitedHealth shares in Q4 2025, an estimated $241K.
Center For Asset Management first reported a position in UnitedHealth in Q2 2021 and held it in 8 quarters.
Center For Asset Management's UnitedHealth position peaked at $311K in Q1 2025.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Center For Asset Management's 13F filing for Q4 2025, filed 21 Jan 2026.