CFO
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Custos Family Office’s UnitedHealth UNH Stock Holding History

Custos Family Office’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 		$344K Sell
1,041
-150
-13% -$50.8K 0.23% 48
2025
Q3 		$411K Buy
1,191
+80
+7% +$24.2K 0.23% 43
2025
Q2 		$347K Buy
1,111
+128
+13% +$48.9K 0.11% 54
2025
Q1 		$515K Buy
983
+331
+51% +$169K 0.18% 40
2024
Q4 		$330K Sell
652
-3
-0.5% -$1.71K 0.12% 52
2024
Q3 		$383K Buy
655
+1
+0.2% +$566 0.14% 44
2024
Q2 		$333K Buy
654
+17
+3% +$8.33K 0.13% 46
2024
Q1 		$315K Sell
637
-23
-3% -$11.7K 0.16% 37
2023
Q4 		$347K Buy
660
+3
+0.5% +$1.6K 0.18% 34
2023
Q3 		$331K Sell
657
-36
-5% -$17.7K 0.22% 30
2023
Q2 		$333K Sell
693
-41
-6% -$20K 0.22% 31
2023
Q1 		$347K Buy
734
+64
+10% +$30.9K 0.24% 28
2022
Q4 		$355K Buy
670
+82
+14% +$43.4K 0.28% 27
2022
Q3 		$297K Sell
588
-37
-6% -$19.5K 0.29% 19
2022
Q2 		$321K Sell
625
-74
-11% -$37.2K 0.29% 15
2022
Q1 		$356K Sell
699
-166
-19% -$80.1K 0.29% 16
2021
Q4 		$435K Buy
+865
New +$392K 0.39% 20

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Custos Family Office's UNH Position: Q4 2025 in Review

Custos Family Office reduced its UnitedHealth (UNH) stake by 13% in Q4 2025, selling an estimated $50.8K and leaving 1,041 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #48.

Custos Family Office first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $515K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Custos Family Office held 1,041 shares of UnitedHealth worth $344K as of Q4 2025.
  • Custos Family Office sold 150 UnitedHealth shares in Q4 2025, an estimated $50.8K.
  • UnitedHealth made up 0.23% of Custos Family Office's portfolio in Q4 2025, its #48 holding.
  • Custos Family Office first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Custos Family Office's UnitedHealth position peaked at $515K in Q1 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.