Forefront Wealth Management’s UnitedHealth UNH Stock Holding History

Forefront Wealth Management’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	$1.3M	Sell	3,950 -58	-1%	-$19.7K	0.94%	31
2025 Q3	$1.38M	Sell	4,008 -733	-15%	-$222K	1.01%	32
2025 Q2	$1.48M	Buy	4,741 +144	+3%	+$55K	1.19%	30
2025 Q1	$2.41M	Buy	4,597 +2	+0%	+$1.02K	2.23%	17
2024 Q4	$2.32M	Buy	+4,595	New	+$2.61M	2.14%	17
2023 Q3	$4.07M	Buy	8,076 +22	+0.3%	+$10.8K	5.71%	5
2023 Q2	$3.87M	Buy	8,054 +435	+6%	+$213K	5.12%	5
2023 Q1	$3.6M	Buy	7,619 +24	+0.3%	+$11.6K	4.71%	5
2022 Q4	$4.03M	Buy	7,595 +15	+0.2%	+$7.95K	5.42%	4
2022 Q3	$3.83M	Sell	7,580 -135	-2%	-$71K	5.33%	5
2022 Q2	$3.97M	Sell	7,715 -29	-0.4%	-$14.6K	5.35%	4
2022 Q1	$3.95M	Buy	7,744 +74	+1%	+$35.7K	3.91%	5
2021 Q4	$3.85M	Buy	+7,670	New	+$3.47M	3.68%	8

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

Forefront Wealth Management's UNH Position: Q4 2025 in Review

Forefront Wealth Management reduced its UnitedHealth (UNH) stake by 1.4% in Q4 2025, selling an estimated $19.7K and leaving 3,950 shares worth $1.3M. The position accounts for 0.94% of the portfolio, ranked #31.

Forefront Wealth Management first reported a position in UNH in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.07M in Q3 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Forefront Wealth Management held 3,950 shares of UnitedHealth worth $1.3M as of Q4 2025.
Forefront Wealth Management sold 58 UnitedHealth shares in Q4 2025, an estimated $19.7K.
UnitedHealth made up 0.94% of Forefront Wealth Management's portfolio in Q4 2025, its #31 holding.
Forefront Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 13 quarters since.
Forefront Wealth Management's UnitedHealth position peaked at $4.07M in Q3 2023.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.