Delos Wealth Advisors’s UnitedHealth UNH Stock Holding History

Delos Wealth Advisors’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	–	Sell	-110	Closed	-$38K	–	306
2025 Q3	$38K	Hold	110	–	–	0.03%	116
2025 Q2	$34.3K	Buy	+110	New	+$42K	0.03%	113
2024 Q3	–	Sell	-60	Closed	-$30.6K	–	351
2024 Q2	$30.6K	Hold	60	–	–	0.03%	88
2024 Q1	$29.7K	Buy	60 +53	+757%	+$26.9K	0.03%	78
2023 Q4	$3.69K	Sell	7 -58	-89%	-$30.9K	0.01%	124
2023 Q3	$31K	Hold	65	–	–	0.04%	84
2023 Q2	$31.2K	Hold	65	–	–	0.04%	79
2023 Q1	$30.7K	Sell	65 -56	-46%	-$27K	0.04%	75
2022 Q4	$64.2K	Hold	121	–	–	0.1%	55
2022 Q3	$61K	Buy	121 +27	+29%	+$14.2K	0.07%	54
2022 Q2	$48K	Hold	94	–	–	0.05%	60
2022 Q1	$48K	Hold	94	–	–	0.05%	76
2021 Q4	$47K	Buy	94 +58	+161%	+$26.3K	0.04%	80
2021 Q3	$14K	Hold	36	–	–	0.02%	85
2021 Q2	$14K	Buy	+36	New	+$14.4K	0.02%	88

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Delos Wealth Advisors's UNH Position: Q4 2025 in Review

Delos Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 110 shares — an estimated $38K sold.

Delos Wealth Advisors first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $64.2K in Q4 2022. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Delos Wealth Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Delos Wealth Advisors sold 110 UnitedHealth shares in Q4 2025, an estimated $38K.
Delos Wealth Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
Delos Wealth Advisors's UnitedHealth position peaked at $64.2K in Q4 2022.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Delos Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.