Correct Capital Wealth Management’s UnitedHealth UNH Stock Holding History

Correct Capital 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	-1,135	Closed	-$354K	–	121
2025 Q2	$354K	Sell	1,135 -3,835	-77%	-$1.47M	0.05%	93
2025 Q1	$2.6M	Buy	4,970 +1,022	+26%	+$522K	0.42%	22
2024 Q4	$2M	Buy	3,948 +729	+23%	+$414K	0.4%	27
2024 Q3	$1.88M	Buy	3,219 +1,133	+54%	+$641K	0.42%	28
2024 Q2	$1.06M	Buy	2,086 +350	+20%	+$172K	0.25%	47
2024 Q1	$859K	Buy	1,736 +264	+18%	+$134K	0.2%	64
2023 Q4	$775K	Buy	+1,472	New	+$785K	0.2%	57

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

Correct Capital Wealth Management's UNH Position: Q3 2025 in Review

Correct Capital Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,135 shares — an estimated $354K sold.

Correct Capital Wealth Management first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $2.6M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Correct Capital Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Correct Capital Wealth Management sold 1,135 UnitedHealth shares in Q3 2025, an estimated $354K.
Correct Capital Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
Correct Capital Wealth Management's UnitedHealth position peaked at $2.6M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Correct Capital Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.