Financial Advocates Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,257
| Closed | -$704K | – | 566 |
|
|
2025
Q2 | $704K | Sell |
2,257
-1,510
| -40% | -$577K | 0.06% | 285 |
|
|
2025
Q1 | $1.97M | Sell |
3,767
-136
| -3% | -$69.5K | 0.14% | 168 |
|
|
2024
Q4 | $1.97M | Sell |
3,903
-350
| -8% | -$199K | 0.11% | 182 |
|
|
2024
Q3 | $2.49M | Sell |
4,253
-128
| -3% | -$72.4K | 0.14% | 157 |
|
|
2024
Q2 | $2.23M | Sell |
4,381
-246
| -5% | -$121K | 0.14% | 161 |
|
|
2024
Q1 | $2.29M | Sell |
4,627
-232
| -5% | -$118K | 0.13% | 167 |
|
|
2023
Q4 | $2.56M | Buy |
4,859
+205
| +4% | +$109K | 0.17% | 135 |
|
|
2023
Q3 | $2.35M | Sell |
4,654
-3
| -0.1% | -$1.48K | 0.17% | 139 |
|
|
2023
Q2 | $2.24M | Sell |
4,657
-493
| -10% | -$241K | 0.16% | 149 |
|
|
2023
Q1 | $2.43M | Sell |
5,150
-145
| -3% | -$70K | 0.17% | 136 |
|
|
2022
Q4 | $2.81M | Buy |
5,295
+1,876
| +55% | +$994K | 0.21% | 121 |
|
|
2022
Q3 | $1.58M | Sell |
3,419
-178
| -5% | -$93.6K | 0.13% | 178 |
|
|
2022
Q2 | $1.85M | Buy |
3,597
+1,063
| +42% | +$534K | 0.15% | 164 |
|
|
2022
Q1 | $1.29M | Sell |
2,534
-414
| -14% | -$200K | 0.09% | 251 |
|
|
2021
Q4 | $1.48M | Buy |
2,948
+315
| +12% | +$143K | 0.09% | 252 |
|
|
2021
Q3 | $1.03M | Buy |
2,633
+238
| +10% | +$98.6K | 0.07% | 307 |
|
|
2021
Q2 | $959K | Sell |
2,395
-924
| -28% | -$368K | 0.06% | 324 |
|
|
2021
Q1 | $1.2M | Sell |
3,319
-12
| -0.4% | -$4.16K | 0.08% | 275 |
|
|
2020
Q4 | $1.17M | Buy |
3,331
+556
| +20% | +$186K | 0.08% | 277 |
|
|
2020
Q3 | $865K | Buy |
2,775
+104
| +4% | +$31.9K | 0.07% | 273 |
|
|
2020
Q2 | $788K | Buy |
2,671
+213
| +9% | +$61K | 0.07% | 279 |
|
|
2020
Q1 | $613K | Sell |
2,458
-3
| -0.1% | -$826 | 0.09% | 244 |
|
|
2019
Q4 | $723K | Buy |
2,461
+610
| +33% | +$160K | 0.08% | 254 |
|
|
2019
Q3 | $353K | Buy |
1,851
+288
| +18% | +$69.5K | 0.04% | 354 |
|
|
2019
Q2 | $381K | Sell |
1,563
-404
| -21% | -$97.2K | 0.04% | 333 |
|
|
2019
Q1 | $486K | Buy |
1,967
+296
| +18% | +$75.5K | 0.06% | 276 |
|
|
2018
Q4 | $417K | Sell |
1,671
-644
| -28% | -$170K | 0.06% | 274 |
|
|
2018
Q3 | $616K | Buy |
2,315
+906
| +64% | +$236K | 0.07% | 251 |
|
|
2018
Q2 | $349K | Buy |
1,409
+144
| +11% | +$34.6K | 0.04% | 338 |
|
|
2018
Q1 | $271K | Sell |
1,265
-77
| -6% | -$17.6K | 0.04% | 387 |
|
|
2017
Q4 | $296K | Buy |
+1,342
| New | +$284K | 0.04% | 363 |
|
Other funds holding UNH
Financial Advocates Investment Management's UNH Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,257 shares — an estimated $704K sold.
Financial Advocates Investment Management first reported a position in UNH in Q4 2017 and held it in 31 quarters. The position peaked at $2.81M in Q4 2022. 3,162 funds tracked by Wall St. Rank hold UNH as of Q3 2025.
- Financial Advocates Investment Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 2,257 UnitedHealth shares in Q3 2025, an estimated $704K.
- Financial Advocates Investment Management first reported a position in UnitedHealth in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's UnitedHealth position peaked at $2.81M in Q4 2022.
- 3,162 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.