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Drake & Associates’s UnitedHealth UNH Stock Holding History

Drake & 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
-1,420
Closed -$443K – 114
2025
Q2 		$443K Buy
1,420
+310
+28% +$118K 0.11% 76
2025
Q1 		$581K Buy
1,110
+204
+23% +$104K 0.16% 52
2024
Q4 		$477K Hold
906
– – 0.14% 61
2024
Q3 		$530K Buy
906
+233
+35% +$132K 0.17% 49
2024
Q2 		$343K Buy
673
+8
+1% +$3.92K 0.12% 55
2024
Q1 		$329K Buy
665
+16
+2% +$8.13K 0.12% 56
2023
Q4 		$342K Buy
+649
New +$346K 0.14% 56
2023
Q1 		– Sell
-1,349
Closed -$715K – 76
2022
Q4 		$715K Buy
1,349
+131
+11% +$69.4K 0.38% 21
2022
Q3 		$615K Buy
1,218
+508
+72% +$267K 0.35% 20
2022
Q2 		$365K Buy
+710
New +$357K 0.21% 30

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

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

Drake & Associates sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,420 shares — an estimated $443K sold.

Drake & Associates first reported a position in UNH in Q2 2022 and held it in 10 quarters. The position peaked at $715K in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Drake & Associates reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Drake & Associates sold 1,420 UnitedHealth shares in Q3 2025, an estimated $443K.
  • Drake & Associates first reported a position in UnitedHealth in Q2 2022 and held it in 10 quarters.
  • Drake & Associates's UnitedHealth position peaked at $715K in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Drake & Associates's 13F filing for Q3 2025, filed 6 Nov 2025.