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Covenant Partners’s UnitedHealth UNH Stock Holding History

Covenant Partners’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
-2,178
Closed -$679K – 149
2025
Q2 		$679K Hold
2,178
– – 0.2% 54
2025
Q1 		$1.14M Hold
2,178
– – 0.37% 33
2024
Q4 		$1.1M Sell
2,178
-27
-1% -$15.3K 0.34% 37
2024
Q3 		$1.29M Buy
2,205
+27
+1% +$15.3K 0.38% 35
2024
Q2 		$1.11M Hold
2,178
– – 0.34% 39
2024
Q1 		$1.08M Sell
2,178
-547
-20% -$278K 0.31% 41
2023
Q4 		$1.43M Sell
2,725
-10
-0.4% -$5.33K 0.45% 26
2023
Q3 		$1.38M Hold
2,735
– – 0.5% 21
2023
Q2 		$1.31M Sell
2,735
-124
-4% -$60.6K 0.47% 25
2023
Q1 		$1.35M Hold
2,859
– – 0.52% 25
2022
Q4 		$1.52M Sell
2,859
-30
-1% -$15.9K 0.61% 21
2022
Q3 		$1.46M Hold
2,889
– – 0.71% 18
2022
Q2 		$1.48M Hold
2,889
– – 0.69% 20
2022
Q1 		$1.47M Sell
2,889
-208
-7% -$100K 0.59% 23
2021
Q4 		$1.55M Hold
3,097
– – 0.58% 28
2021
Q3 		$1.21M Hold
3,097
– – 0.48% 41
2021
Q2 		$1.24M Hold
3,097
– – 0.47% 37
2021
Q1 		$1.15M Sell
3,097
-321
-9% -$111K 0.46% 40
2020
Q4 		$1.2M Buy
3,418
+56
+2% +$18.8K 0.51% 36
2020
Q3 		$1.05M Sell
3,362
-92
-3% -$28.3K 0.51% 33
2020
Q2 		$1.02M Sell
3,454
-22
-0.6% -$6.3K 0.47% 39
2020
Q1 		$867K Sell
3,476
-299
-8% -$82.3K 0.46% 42
2019
Q4 		$1.11M Buy
3,775
+301
+9% +$78.7K 0.52% 37
2019
Q3 		$755K Buy
3,474
+1,071
+45% +$258K 0.4% 56
2019
Q2 		$586K Buy
+2,403
New +$578K 0.31% 81

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

Covenant Partners's UNH Position: Q3 2025 in Review

Covenant Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,178 shares — an estimated $679K sold.

Covenant Partners first reported a position in UNH in Q2 2019 and held it in 25 quarters. The position peaked at $1.55M in Q4 2021. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Covenant Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Covenant Partners sold 2,178 UnitedHealth shares in Q3 2025, an estimated $679K.
  • Covenant Partners first reported a position in UnitedHealth in Q2 2019 and held it in 25 quarters.
  • Covenant Partners's UnitedHealth position peaked at $1.55M in Q4 2021.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Covenant Partners's 13F filing for Q3 2025, filed 24 Oct 2025.