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Forza Wealth Management’s UnitedHealth UNH Stock Holding History

Forza 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 		– Sell
-620
Closed -$214K – 192
2025
Q3 		$214K Buy
+620
New +$188K 0.08% 185
2025
Q2 		– Sell
-560
Closed -$293K – 193
2025
Q1 		$293K Hold
560
– – 0.13% 150
2024
Q4 		$283K Sell
560
-130
-19% -$73.9K 0.13% 155
2024
Q3 		$403K Buy
690
+145
+27% +$82K 0.18% 136
2024
Q2 		$278K Sell
545
-38
-7% -$18.6K 0.14% 147
2024
Q1 		$288K Sell
583
-260
-31% -$132K 0.15% 143
2023
Q4 		$444K Sell
843
-50
-6% -$26.7K 0.24% 113
2023
Q3 		$450K Sell
893
-50
-5% -$24.6K 0.23% 120
2023
Q2 		$453K Hold
943
– – 0.23% 125
2023
Q1 		$446K Buy
+943
New +$455K 0.23% 127

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Forza Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 620 shares — an estimated $214K sold.

Forza Wealth Management first reported a position in UNH in Q1 2023 and held it in 10 quarters. The position peaked at $453K in Q2 2023. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Forza Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Forza Wealth Management sold 620 UnitedHealth shares in Q4 2025, an estimated $214K.
  • Forza Wealth Management first reported a position in UnitedHealth in Q1 2023 and held it in 10 quarters.
  • Forza Wealth Management's UnitedHealth position peaked at $453K in Q2 2023.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Forza Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.