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Crumly & Associates’s UnitedHealth UNH Stock Holding History

Crumly & Associates’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
-737
Closed -$230K – 197
2025
Q2 		$230K Buy
737
+115
+18% +$44K 0.06% 148
2025
Q1 		$326K Hold
622
– – 0.09% 124
2024
Q4 		$315K Sell
622
-1
-0.2% -$568 0.09% 120
2024
Q3 		$364K Buy
623
+3
+0.5% +$1.7K 0.1% 114
2024
Q2 		$316K Hold
620
– – 0.09% 115
2024
Q1 		$307K Sell
620
-10
-2% -$5.08K 0.08% 117
2023
Q4 		$332K Sell
630
-114
-15% -$60.8K 0.1% 109
2023
Q3 		$375K Sell
744
-340
-31% -$167K 0.15% 84
2023
Q2 		$521K Sell
1,084
-536
-33% -$262K 0.21% 68
2023
Q1 		$765K Buy
1,620
+36
+2% +$17.4K 0.33% 50
2022
Q4 		$840K Sell
1,584
-11
-0.7% -$5.83K 0.32% 38
2022
Q3 		$805K Buy
1,595
+17
+1% +$8.94K 0.33% 41
2022
Q2 		$810K Buy
1,578
+38
+2% +$19.1K 0.34% 43
2022
Q1 		$785K Buy
1,540
+146
+10% +$70.4K 0.29% 54
2021
Q4 		$681K Sell
1,394
-49
-3% -$22.2K 0.27% 58
2021
Q3 		$564K Buy
1,443
+173
+14% +$71.7K 0.26% 66
2021
Q2 		$508K Buy
1,270
+353
+38% +$141K 0.25% 70
2021
Q1 		$341K Buy
917
+241
+36% +$83.5K 0.2% 67
2020
Q4 		$235K Buy
+676
New +$227K 0.16% 71

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

Crumly & Associates's UNH Position: Q3 2025 in Review

Crumly & Associates sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 737 shares — an estimated $230K sold.

Crumly & Associates first reported a position in UNH in Q4 2020 and held it in 19 quarters. The position peaked at $840K in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Crumly & Associates reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Crumly & Associates sold 737 UnitedHealth shares in Q3 2025, an estimated $230K.
  • Crumly & Associates first reported a position in UnitedHealth in Q4 2020 and held it in 19 quarters.
  • Crumly & Associates's UnitedHealth position peaked at $840K in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Crumly & Associates's 13F filing for Q3 2025, filed 3 Nov 2025.