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Colton Groome Financial Advisors’s UnitedHealth UNH Stock Holding History

Colton Groome Financial 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
-767
Closed -$239K – 140
2025
Q2 		$239K Buy
+767
New +$293K 0.08% 117
2025
Q1 		– Sell
-487
Closed -$246K – 134
2024
Q4 		$246K Buy
487
+87
+22% +$49.4K 0.09% 114
2024
Q3 		$234K Hold
400
– – 0.09% 120
2024
Q2 		$204K Sell
400
-72
-15% -$35.3K 0.08% 122
2024
Q1 		$233K Sell
472
-145
-24% -$73.7K 0.09% 106
2023
Q4 		$325K Buy
617
+52
+9% +$27.7K 0.14% 89
2023
Q3 		$285K Sell
565
-1,547
-73% -$761K 0.14% 95
2023
Q2 		$1.02M Buy
2,112
+244
+13% +$119K 0.48% 49
2023
Q1 		$883K Buy
1,868
+794
+74% +$383K 0.42% 51
2022
Q4 		$569K Buy
1,074
+236
+28% +$125K 0.28% 62
2022
Q3 		$423K Buy
838
+15
+2% +$7.89K 0.22% 64
2022
Q2 		$423K Buy
823
+100
+14% +$50.2K 0.21% 59
2022
Q1 		$369K Sell
723
-980
-58% -$473K 0.17% 70
2021
Q4 		$855K Buy
1,703
+58
+4% +$26.3K 0.35% 57
2021
Q3 		$643K Hold
1,645
– – 0.28% 57
2021
Q2 		$659K Buy
+1,645
New +$656K 0.3% 55

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

Colton Groome Financial Advisors's UNH Position: Q3 2025 in Review

Colton Groome Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 767 shares — an estimated $239K sold.

Colton Groome Financial Advisors first reported a position in UNH in Q2 2021 and held it in 16 quarters. The position peaked at $1.02M in Q2 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Colton Groome Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 767 UnitedHealth shares in Q3 2025, an estimated $239K.
  • Colton Groome Financial Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 16 quarters.
  • Colton Groome Financial Advisors's UnitedHealth position peaked at $1.02M in Q2 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.