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COWA LLC’s UnitedHealth UNH Stock Holding History

COWA LLC’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
-926
Closed -$289K – 144
2025
Q2 		$289K Buy
+926
New +$354K 0.11% 109
2022
Q4 		– Sell
-35
Closed -$18K – 313
2022
Q3 		$18K Buy
+35
New +$18.4K 0.01% 253
2021
Q2 		– Sell
-35
Closed -$13K – 320
2021
Q1 		$13K Hold
35
– – 0.01% 301
2020
Q4 		$12K Buy
+35
New +$11.7K 0.01% 320

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

COWA LLC's UNH Position: Q3 2025 in Review

COWA LLC sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 926 shares — an estimated $289K sold.

COWA LLC first reported a position in UNH in Q4 2020 and held it in 4 quarters. The position peaked at $289K in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • COWA LLC reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • COWA LLC sold 926 UnitedHealth shares in Q3 2025, an estimated $289K.
  • COWA LLC first reported a position in UnitedHealth in Q4 2020 and held it in 4 quarters.
  • COWA LLC's UnitedHealth position peaked at $289K in Q2 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on COWA LLC's 13F filing for Q3 2025, filed 10 Nov 2025.