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Fairfield Financial Advisors’s UnitedHealth UNH Stock Holding History

Fairfield Financial 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
Q3 		– Sell
-1,536
Closed -$479K – 74
2025
Q2 		$479K Sell
1,536
-836
-35% -$320K 0.17% 55
2025
Q1 		$1.24M Sell
2,372
-1,505
-39% -$769K 0.47% 37
2024
Q4 		$1.96M Sell
3,877
-374
-9% -$213K 0.69% 30
2024
Q3 		$2.49M Sell
4,251
-58
-1% -$32.8K 0.85% 25
2024
Q2 		$2.19M Buy
+4,309
New +$2.11M 0.65% 25
2023
Q4 		$2.13M Buy
4,051
+573
+16% +$306K 0.81% 27
2023
Q3 		$1.75M Buy
3,478
+882
+34% +$434K 0.74% 30
2023
Q2 		$1.25M Buy
2,596
+1,140
+78% +$557K 0.5% 34
2023
Q1 		$685K Buy
1,456
+1,064
+271% +$513K 0.3% 41
2022
Q4 		$208K Buy
392
+320
+444% +$170K 0.1% 62
2022
Q3 		$36.3K Buy
72
+40
+125% +$21K 0.02% 132
2022
Q2 		$16.3K Hold
32
– – 0.01% 174
2022
Q1 		$16.1K Buy
+32
New +$15.4K 0.01% 191

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

Fairfield Financial Advisors's UNH Position: Q3 2025 in Review

Fairfield Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,536 shares — an estimated $479K sold.

Fairfield Financial Advisors first reported a position in UNH in Q1 2022 and held it in 13 quarters. The position peaked at $2.49M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Fairfield Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 1,536 UnitedHealth shares in Q3 2025, an estimated $479K.
  • Fairfield Financial Advisors first reported a position in UnitedHealth in Q1 2022 and held it in 13 quarters.
  • Fairfield Financial Advisors's UnitedHealth position peaked at $2.49M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Fairfield Financial Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.