Foster Dykema Cabot & Partners’s UnitedHealth UNH Stock Holding History

Foster Dykema Cabot & Partners’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	-83	Closed	-$28.7K	–	425
2025 Q3	$28.7K	Buy	83 +34	+69%	+$10.3K	﹤0.01%	265
2025 Q2	$15.3K	Hold	49	–	–	﹤0.01%	267
2025 Q1	$25.7K	Sell	49 -25	-34%	-$12.8K	﹤0.01%	230
2024 Q4	$37.4K	Sell	74 -395	-84%	-$224K	﹤0.01%	221
2024 Q3	$274K	Buy	469 +424	+942%	+$240K	0.02%	105
2024 Q2	$22.9K	Sell	45 -19	-30%	-$9.31K	﹤0.01%	218
2024 Q1	$31.7K	Buy	64 +43	+205%	+$21.9K	﹤0.01%	200
2023 Q4	$11.1K	Buy	+21	New	+$11.2K	﹤0.01%	217

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foster Dykema Cabot & Partners's UNH Position: Q4 2025 in Review

Foster Dykema Cabot & Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 83 shares — an estimated $28.7K sold.

Foster Dykema Cabot & Partners first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $274K in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Foster Dykema Cabot & Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Foster Dykema Cabot & Partners sold 83 UnitedHealth shares in Q4 2025, an estimated $28.7K.
Foster Dykema Cabot & Partners first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
Foster Dykema Cabot & Partners's UnitedHealth position peaked at $274K in Q3 2024.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q4 2025, filed 12 Feb 2026.