Connors Investor Services’s UnitedHealth UNH Stock Holding History

Connors Investor Services’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	-25,673	Closed	-$8.01M	–	168
2025 Q2	$8.01M	Buy	25,673 +17,829	+227%	+$6.81M	0.71%	48
2025 Q1	$4.1M	Buy	+7,844	New	+$4.01M	0.41%	53
2024 Q2	–	Sell	-407	Closed	-$201K	–	162
2024 Q1	$201K	Buy	+407	New	+$207K	0.02%	147
2023 Q4	–	Sell	-614	Closed	-$310K	–	161
2023 Q3	$310K	Sell	614 -24,585	-98%	-$12.1M	0.04%	115
2023 Q2	$12.1M	Sell	25,199 -319	-1%	-$156K	1.37%	30
2023 Q1	$12.1M	Buy	25,518 +146	+0.6%	+$70.5K	1.42%	26
2022 Q4	$13.5M	Sell	25,372 -512	-2%	-$271K	1.68%	20
2022 Q3	$13.1M	Buy	25,884 +507	+2%	+$267K	1.71%	15
2022 Q2	$13M	Sell	25,377 -425	-2%	-$213K	1.64%	19
2022 Q1	$13.2M	Buy	25,802 +12,833	+99%	+$6.19M	1.37%	28
2021 Q4	$6.49M	Sell	12,969 -5,010	-28%	-$2.27M	0.64%	51
2021 Q3	$7.03M	Buy	17,979 +279	+2%	+$116K	0.74%	50
2021 Q2	$7.09M	Buy	17,700 +685	+4%	+$273K	0.74%	48
2021 Q1	$6.33M	Buy	17,015 +11,455	+206%	+$3.97M	0.72%	47
2020 Q4	$1.95M	Buy	+5,560	New	+$1.86M	0.24%	93

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

Connors Investor Services's UNH Position: Q3 2025 in Review

Connors Investor Services sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 25,673 shares — an estimated $8.01M sold.

Connors Investor Services first reported a position in UNH in Q4 2020 and held it in 15 quarters. The position peaked at $13.5M in Q4 2022. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Connors Investor Services reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Connors Investor Services sold 25,673 UnitedHealth shares in Q3 2025, an estimated $8.01M.
Connors Investor Services first reported a position in UnitedHealth in Q4 2020 and held it in 15 quarters.
Connors Investor Services's UnitedHealth position peaked at $13.5M in Q4 2022.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Connors Investor Services's 13F filing for Q3 2025, filed 25 Nov 2025.