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Cordatus Wealth Management’s UnitedHealth UNH Stock Holding History

Cordatus 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
-4,907
Closed -$1.53M – 168
2025
Q2 		$1.53M Sell
4,907
-5,799
-54% -$2.22M 0.38% 70
2025
Q1 		$5.61M Buy
10,706
+471
+5% +$241K 1.54% 14
2024
Q4 		$5.18M Buy
10,235
+204
+2% +$116K 1.37% 17
2024
Q3 		$5.87M Buy
10,031
+46
+0.5% +$26K 2.11% 10
2024
Q2 		$5.08M Buy
9,985
+49
+0.5% +$24K 1.91% 10
2024
Q1 		$4.92M Buy
9,936
+1,978
+25% +$1.01M 3.56% 8
2023
Q4 		$4.19M Sell
7,958
-120
-1% -$64K 3.47% 8
2023
Q3 		$4.07M Sell
8,078
-187
-2% -$92K 3.72% 6
2023
Q2 		$3.97M Buy
8,265
+3,814
+86% +$1.86M 1.49% 15
2023
Q1 		$2.1M Sell
4,451
-2
-0% -$965 2.68% 14
2022
Q4 		$2.36M Buy
+4,453
New +$2.36M 3.46% 7
2022
Q3 		– Sell
-4,417
Closed -$2.27M – 136
2022
Q2 		$2.27M Buy
4,417
+761
+21% +$382K 1.06% 30
2022
Q1 		$1.86M Buy
3,656
+78
+2% +$37.6K 0.66% 57
2021
Q4 		$1.8M Buy
3,578
+293
+9% +$133K 0.53% 72
2021
Q3 		$1.28M Buy
+3,285
New +$1.36M 0.99% 40
2021
Q1 		$1.09M Buy
2,925
+345
+13% +$120K 0.42% 96
2020
Q4 		$905K Buy
2,580
+102
+4% +$34.2K 0.38% 95
2020
Q3 		$773K Buy
2,478
+209
+9% +$64.2K 0.37% 92
2020
Q2 		$669K Buy
2,269
+22
+1% +$6.3K 0.37% 88
2020
Q1 		$560K Buy
+2,247
New +$618K 0.4% 73

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

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

Cordatus Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,907 shares — an estimated $1.53M sold.

Cordatus Wealth Management first reported a position in UNH in Q1 2020 and held it in 20 quarters. The position peaked at $5.87M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Cordatus Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Cordatus Wealth Management sold 4,907 UnitedHealth shares in Q3 2025, an estimated $1.53M.
  • Cordatus Wealth Management first reported a position in UnitedHealth in Q1 2020 and held it in 20 quarters.
  • Cordatus Wealth Management's UnitedHealth position peaked at $5.87M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Cordatus Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.