Covestor’s UnitedHealth UNH Stock Holding History

Covestor’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
2026 Q1	$254K	Sell	938 -407	-30%	-$121K	0.18%	86
2025 Q4	$444K	Sell	1,345 -209	-13%	-$70.8K	0.23%	54
2025 Q3	$536K	Buy	1,554 +861	+124%	+$260K	0.3%	30
2025 Q2	$216K	Buy	693 +137	+25%	+$52.4K	0.13%	149
2025 Q1	$291K	Sell	556 -109	-16%	-$55.7K	0.19%	59
2024 Q4	$336K	Buy	665 +71	+12%	+$40.3K	0.21%	49
2024 Q3	$347K	Sell	594 -60	-9%	-$33.9K	0.22%	39
2024 Q2	$334K	Buy	654 +24	+4%	+$11.8K	0.22%	45
2024 Q1	$312K	Buy	630 +101	+19%	+$51.3K	0.2%	45
2023 Q4	$278K	Sell	529 -70	-12%	-$37.3K	0.19%	57
2023 Q3	$303K	Sell	599 -66	-10%	-$32.5K	0.23%	43
2023 Q2	$319K	Sell	665 -87	-12%	-$42.5K	0.24%	37
2023 Q1	$355K	Buy	752 +10	+1%	+$4.83K	0.31%	28
2022 Q4	$393K	Buy	742 +10	+1%	+$5.3K	0.32%	30
2022 Q3	$371K	Buy	732 +31	+4%	+$16.3K	0.33%	26
2022 Q2	$361K	Buy	701 +24	+4%	+$12.1K	0.3%	38
2022 Q1	$346K	Buy	677 +242	+56%	+$117K	0.23%	46
2021 Q4	$219K	Buy	+435	New	+$197K	0.31%	20

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return