Creegan & Nassoura Financial Group’s UnitedHealth UNH Stock Holding History

Creegan & Nassoura Financial Group’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 Q4	$1.26M	Sell	3,810 -50	-1%	-$16.9K	0.82%	44
2025 Q3	$1.33M	Hold	3,860	–	–	0.86%	41
2025 Q2	$1.2M	Sell	3,860 -45	-1%	-$17.2K	0.78%	43
2025 Q1	$2.05M	Hold	3,905	–	–	1.36%	32
2024 Q4	$1.98M	Hold	3,905	–	–	1.33%	29
2024 Q3	$2.28M	Sell	3,905 -130	-3%	-$73.5K	1.44%	28
2024 Q2	$2.05M	Hold	4,035	–	–	1.41%	29
2024 Q1	$2M	Hold	4,035	–	–	1.33%	33
2023 Q4	$2.12M	Sell	4,035 -25	-0.6%	-$13.3K	1.54%	25
2023 Q3	$2.05M	Hold	4,060	–	–	1.59%	25
2023 Q2	$1.95M	Hold	4,060	–	–	1.44%	30
2023 Q1	$1.92M	Hold	4,060	–	–	1.47%	29
2022 Q4	$2.15M	Sell	4,060 -75	-2%	-$39.7K	1.68%	25
2022 Q3	$2.09M	Hold	4,135	–	–	1.81%	21
2022 Q2	$2.12M	Hold	4,135	–	–	1.79%	23
2022 Q1	$2.11M	Hold	4,135	–	–	1.58%	27
2021 Q4	$2.08M	Hold	4,135	–	–	1.57%	26
2021 Q3	$1.62M	Hold	4,135	–	–	1.38%	30
2021 Q2	$1.66M	Sell	4,135 -50	-1%	-$19.9K	1.42%	32
2021 Q1	$1.56M	Sell	4,185 -175	-4%	-$60.6K	1.39%	32
2020 Q4	$1.53M	Hold	4,360	–	–	1.47%	31
2020 Q3	$1.36M	Hold	4,360	–	–	1.46%	32
2020 Q2	$1.29M	Sell	4,360 -75	-2%	-$21.5K	1.45%	31
2020 Q1	$1.11M	Buy	4,435 +35	+0.8%	+$9.63K	1.44%	31
2019 Q4	$1.29M	Buy	+4,400	New	+$1.15M	1.3%	37

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Creegan & Nassoura Financial Group's UNH Position: Q4 2025 in Review

Creegan & Nassoura Financial Group reduced its UnitedHealth (UNH) stake by 1.3% in Q4 2025, selling an estimated $16.9K and leaving 3,810 shares worth $1.26M. The position accounts for 0.82% of the portfolio, ranked #44.

Creegan & Nassoura Financial Group first reported a position in UNH in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.28M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Creegan & Nassoura Financial Group held 3,810 shares of UnitedHealth worth $1.26M as of Q4 2025.
Creegan & Nassoura Financial Group sold 50 UnitedHealth shares in Q4 2025, an estimated $16.9K.
UnitedHealth made up 0.82% of Creegan & Nassoura Financial Group's portfolio in Q4 2025, its #44 holding.
Creegan & Nassoura Financial Group first reported a position in UnitedHealth in Q4 2019 and has held it in 25 quarters since.
Creegan & Nassoura Financial Group's UnitedHealth position peaked at $2.28M in Q3 2024.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Creegan & Nassoura Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.