Michael J. Porro & Co. Financial Advisors, Inc.’s UnitedHealth UNH Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$317K	Buy	+959	New	+$325K	0.27%	102

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s UNH Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in UnitedHealth (UNH) in Q4 2025: 959 shares worth $317K. The stake represents 0.27% of the portfolio and ranks #102 among its holdings.

3,313 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 959 shares of UnitedHealth worth $317K as of Q4 2025.
UnitedHealth was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
UnitedHealth made up 0.27% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #102 holding.
3,313 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.