Creekmur Asset Management’s UnitedHealth UNH Stock Holding History

Creekmur Asset Management’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	$654K	Sell	1,893 -839	-31%	-$254K	0.11%	107
2025 Q2	$852K	Buy	2,732 +579	+27%	+$221K	0.15%	102
2025 Q1	$1.13M	Buy	2,153 +1,404	+187%	+$718K	0.24%	46
2024 Q4	$379K	Buy	749 +1	+0.1%	+$568	0.09%	90
2024 Q3	$437K	Buy	748 +45	+6%	+$25.5K	0.1%	78
2024 Q2	$358K	Sell	703 -3	-0.4%	-$1.47K	0.09%	85
2024 Q1	$349K	Buy	706 +75	+12%	+$38.1K	0.12%	82
2023 Q4	$332K	Buy	+631	New	+$337K	0.1%	98

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

Creekmur Asset Management's UNH Position: Q3 2025 in Review

Creekmur Asset Management reduced its UnitedHealth (UNH) stake by 31% in Q3 2025, selling an estimated $254K and leaving 1,893 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #107.

Creekmur Asset Management first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Creekmur Asset Management held 1,893 shares of UnitedHealth worth $654K as of Q3 2025.
Creekmur Asset Management sold 839 UnitedHealth shares in Q3 2025, an estimated $254K.
UnitedHealth made up 0.11% of Creekmur Asset Management's portfolio in Q3 2025, its #107 holding.
Creekmur Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's UnitedHealth position peaked at $1.13M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.