Court Place Advisors’s UnitedHealth UNH Stock Holding History

Court Place 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	$1.69M	Buy	4,904 +27	+0.6%	+$8.17K	0.51%	44
2025 Q2	$1.52M	Sell	4,877 -5	-0.1%	-$1.91K	0.48%	45
2025 Q1	$2.56M	Buy	4,882 +223	+5%	+$114K	0.85%	28
2024 Q4	$2.36M	Sell	4,659 -30	-0.6%	-$17K	0.76%	32
2024 Q3	$2.74M	Sell	4,689 -70	-1%	-$39.6K	0.8%	33
2024 Q2	$2.42M	Sell	4,759 -70	-1%	-$34.3K	0.76%	36
2024 Q1	$2.39M	Buy	4,829 +595	+14%	+$302K	0.77%	35
2023 Q4	$2.23M	Buy	4,234 +50	+1%	+$26.7K	0.73%	35
2023 Q3	$2.11M	Sell	4,184 -40	-0.9%	-$19.7K	0.75%	37
2023 Q2	$2.03M	Buy	4,224 +1,730	+69%	+$846K	0.71%	40
2023 Q1	$1.18M	Hold	2,494	–	–	0.43%	62
2022 Q4	$1.32M	Buy	2,494 +67	+3%	+$35.5K	0.48%	53
2022 Q3	$1.23M	Hold	2,427	–	–	0.49%	53
2022 Q2	$1.25M	Hold	2,427	–	–	0.47%	56
2022 Q1	$1.24M	Hold	2,427	–	–	0.4%	66
2021 Q4	$1.22M	Sell	2,427 -100	-4%	-$45.3K	0.34%	73
2021 Q3	$987K	Sell	2,527 -60	-2%	-$24.9K	0.29%	79
2021 Q2	$1.04M	Sell	2,587 -25	-1%	-$9.97K	0.3%	80
2021 Q1	$972K	Hold	2,612	–	–	0.3%	77
2020 Q4	$916K	Hold	2,612	–	–	0.31%	80
2020 Q3	$814K	Sell	2,612 -18	-0.7%	-$5.53K	0.3%	79
2020 Q2	$776K	Hold	2,630	–	–	0.3%	76
2020 Q1	$656K	Hold	2,630	–	–	0.29%	78
2019 Q4	$773K	Sell	2,630 -235	-8%	-$61.5K	0.28%	86
2019 Q3	$623K	Hold	2,865	–	–	0.24%	96
2019 Q2	$699K	Buy	2,865 +105	+4%	+$25.3K	0.28%	85
2019 Q1	$682K	Sell	2,760 -278	-9%	-$70.9K	0.28%	89
2018 Q4	$757K	Sell	3,038 -40	-1%	-$10.6K	0.34%	70
2018 Q3	$819K	Hold	3,078	–	–	0.31%	75
2018 Q2	$755K	Hold	3,078	–	–	0.31%	72
2018 Q1	$659K	Buy	3,078 +20	+0.7%	+$4.57K	0.28%	87
2017 Q4	$674K	Hold	3,058	–	–	0.28%	84
2017 Q3	$599K	Sell	3,058 -100	-3%	-$19.3K	0.27%	85
2017 Q2	$586K	Hold	3,158	–	–	0.28%	84
2017 Q1	$518K	Sell	3,158 -26	-0.8%	-$4.26K	0.25%	87
2016 Q4	$510K	Sell	3,184 -53	-2%	-$7.92K	0.27%	82
2016 Q3	$453K	Sell	3,237 -200	-6%	-$28K	0.25%	85
2016 Q2	$485K	Buy	3,437 +108	+3%	+$14.4K	0.28%	79
2016 Q1	$429K	Hold	3,329	–	–	0.27%	81
2015 Q4	$392K	Hold	3,329	–	–	0.25%	84
2015 Q3	$386K	Sell	3,329 -100	-3%	-$12K	0.27%	82
2015 Q2	$418K	Buy	3,429 +30	+0.9%	+$3.55K	0.27%	84
2015 Q1	$402K	Hold	3,399	–	–	0.26%	86
2014 Q4	$344K	Sell	3,399 -100	-3%	-$9.48K	0.22%	100
2014 Q3	$302K	Hold	3,499	–	–	0.21%	101
2014 Q2	$286K	Hold	3,499	–	–	0.2%	100
2014 Q1	$287K	Sell	3,499 -300	-8%	-$22.6K	0.21%	96
2013 Q4	$286K	Buy	+3,799	New	+$273K	0.22%	89

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

Court Place Advisors's UNH Position: Q3 2025 in Review

Court Place Advisors increased its UnitedHealth (UNH) stake by 0.55% in Q3 2025, buying an estimated $8.17K and bringing the position to 4,904 shares worth $1.69M. The position accounts for 0.51% of the portfolio, ranked #44.

Court Place Advisors first reported a position in UNH in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.74M in Q3 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Court Place Advisors held 4,904 shares of UnitedHealth worth $1.69M as of Q3 2025.
Court Place Advisors bought 27 UnitedHealth shares in Q3 2025, an estimated $8.17K.
UnitedHealth made up 0.51% of Court Place Advisors's portfolio in Q3 2025, its #44 holding.
Court Place Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 48 quarters since.
Court Place Advisors's UnitedHealth position peaked at $2.74M in Q3 2024.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.