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Davis Rea’s UnitedHealth UNH Stock Holding History

Davis Rea’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
-20,188
Closed -$6.3M – 69
2025
Q2 		$6.3M Sell
20,188
-3,360
-14% -$1.28M 1.56% 22
2025
Q1 		$12.3M Buy
23,548
+110
+0.5% +$56.2K 3.28% 8
2024
Q4 		$11.9M Buy
23,438
+5,575
+31% +$3.17M 6% 5
2024
Q3 		$10.4M Buy
17,863
+21
+0.1% +$11.9K 4.54% 10
2024
Q2 		$9.09M Sell
17,842
-2,436
-12% -$1.19M 4.54% 10
2024
Q1 		$10M Buy
20,278
+10,297
+103% +$5.23M 4.57% 10
2023
Q4 		$5.25M Sell
9,981
-7,234
-42% -$3.86M 2.69% 18
2023
Q3 		$8.68M Buy
17,215
+4,921
+40% +$2.42M 4.71% 6
2023
Q2 		$5.91M Buy
12,294
+40
+0.3% +$19.6K 3.32% 14
2023
Q1 		$5.79M Buy
12,254
+5,281
+76% +$2.55M 3.49% 12
2022
Q4 		$3.7M Sell
6,973
-50
-0.7% -$26.5K 2.31% 20
2022
Q3 		$3.55M Sell
7,023
-7,023
-50% -$3.69M 2.28% 22
2022
Q2 		$7.21M Sell
14,046
-178,409
-93% -$89.6M 2.15% 21
2022
Q1 		$17M Buy
192,455
+185,529
+2,679% +$89.5M 8.24% 1
2021
Q4 		$3.48M Buy
6,926
+126
+2% +$57K 1.62% 26
2021
Q3 		$2.66M Buy
6,800
+18
+0.3% +$7.46K 1.3% 32
2021
Q2 		$2.72M Buy
6,782
+25
+0.4% +$9.97K 1.35% 32
2021
Q1 		$2.51M Buy
6,757
+427
+7% +$148K 1.34% 32
2020
Q4 		$2.22M Buy
6,330
+178
+3% +$59.7K 1.25% 32
2020
Q3 		$1.92M Buy
6,152
+555
+10% +$170K 1.29% 31
2020
Q2 		$1.65M Buy
5,597
+42
+0.8% +$12K 1.26% 33
2020
Q1 		$1.39M Buy
5,555
+755
+16% +$208K 1.34% 29
2019
Q4 		$1.41M Buy
+4,800
New +$1.26M 0.96% 35

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

Davis Rea's UNH Position: Q3 2025 in Review

Davis Rea sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 20,188 shares — an estimated $6.3M sold.

Davis Rea first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $17M in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Davis Rea reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Davis Rea sold 20,188 UnitedHealth shares in Q3 2025, an estimated $6.3M.
  • Davis Rea first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Davis Rea's UnitedHealth position peaked at $17M in Q1 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Davis Rea's 13F filing for Q3 2025, filed 28 Oct 2025.