FIM
UNH icon

Freedom Investment Management’s UnitedHealth UNH Stock Holding History

Freedom Investment 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
Q3 		– Sell
-2,430
Closed -$758K – 678
2025
Q2 		$758K Sell
2,430
-1,873
-44% -$716K 0.06% 326
2025
Q1 		$2.25M Buy
4,303
+60
+1% +$30.7K 0.19% 89
2024
Q4 		$2.15M Sell
4,243
-173
-4% -$98.3K 0.18% 91
2024
Q3 		$2.58M Sell
4,416
-691
-14% -$391K 0.21% 82
2024
Q2 		$2.6M Buy
5,107
+84
+2% +$41.2K 0.21% 81
2024
Q1 		$2.48M Buy
5,023
+89
+2% +$45.2K 0.2% 89
2023
Q4 		$2.6M Buy
4,934
+324
+7% +$173K 0.21% 86
2023
Q3 		$2.32M Buy
4,610
+486
+12% +$239K 0.28% 74
2023
Q2 		$1.98M Buy
4,124
+519
+14% +$254K 0.22% 97
2023
Q1 		$1.7M Buy
3,605
+520
+17% +$251K 0.19% 136
2022
Q4 		$1.64M Sell
3,085
-417
-12% -$221K 0.18% 141
2022
Q3 		$1.77M Sell
3,502
-448
-11% -$236K 0.2% 121
2022
Q2 		$2.03M Buy
3,950
+756
+24% +$380K 0.22% 112
2022
Q1 		$1.63M Sell
3,194
-2,507
-44% -$1.21M 0.15% 178
2021
Q4 		$2.86M Sell
5,701
-276
-5% -$125K 0.21% 118
2021
Q3 		$2.33M Buy
5,977
+1,284
+27% +$532K 0.18% 146
2021
Q2 		$1.88M Sell
4,693
-383
-8% -$153K 0.14% 172
2021
Q1 		$1.89M Buy
5,076
+1,731
+52% +$600K 0.15% 169
2020
Q4 		$1.17M Sell
3,345
-195
-6% -$65.4K 0.13% 161
2020
Q3 		$1.1M Buy
3,540
+615
+21% +$189K 0.12% 162
2020
Q2 		$863K Sell
2,925
-85
-3% -$24.4K 0.09% 185
2020
Q1 		$871K Sell
3,010
-124
-4% -$34.1K 0.08% 212
2019
Q4 		$921K Buy
3,134
+374
+14% +$97.8K 0.08% 218
2019
Q3 		$600K Sell
2,760
-1,009
-27% -$243K 0.05% 314
2019
Q2 		$920K Buy
3,769
+889
+31% +$214K 0.08% 233
2019
Q1 		$712K Sell
2,880
-2,962
-51% -$755K 0.06% 302
2018
Q4 		$1.46M Buy
5,842
+1,235
+27% +$326K 0.11% 186
2018
Q3 		$1.24M Buy
4,607
+2,210
+92% +$575K 0.08% 267
2018
Q2 		$588K Sell
2,397
-2,359
-50% -$566K 0.04% 483
2018
Q1 		$1.02M Sell
4,756
-629
-12% -$144K 0.05% 364
2017
Q4 		$1.19M Buy
5,385
+344
+7% +$72.9K 0.06% 297
2017
Q3 		$987K Sell
5,041
-480
-9% -$92.7K 0.05% 343
2017
Q2 		$1.02M Sell
5,521
-1,650
-23% -$289K 0.06% 303
2017
Q1 		$1.18M Sell
7,171
-1,323
-16% -$217K 0.07% 242
2016
Q4 		$1.36M Buy
8,494
+2,463
+41% +$368K 0.09% 169
2016
Q3 		$844K Sell
6,031
-2,220
-27% -$311K 0.05% 290
2016
Q2 		$1.17M Buy
8,251
+195
+2% +$26K 0.08% 181
2016
Q1 		$1.04M Buy
8,056
+162
+2% +$19.2K 0.08% 202
2015
Q4 		$929K Sell
7,894
-4,426
-36% -$517K 0.07% 236
2015
Q3 		$1.05M Buy
12,320
+6,253
+103% +$748K 0.11% 151
2015
Q2 		$740K Buy
6,067
+2,147
+55% +$254K 0.08% 231
2015
Q1 		$464K Buy
3,920
+1,783
+83% +$198K 0.05% 331
2014
Q4 		$216K Buy
+2,137
New +$203K 0.03% 532

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

Freedom Investment Management's UNH Position: Q3 2025 in Review

Freedom Investment Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,430 shares — an estimated $758K sold.

Freedom Investment Management first reported a position in UNH in Q4 2014 and held it in 43 quarters. The position peaked at $2.86M in Q4 2021. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Freedom Investment Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,430 UnitedHealth shares in Q3 2025, an estimated $758K.
  • Freedom Investment Management first reported a position in UnitedHealth in Q4 2014 and held it in 43 quarters.
  • Freedom Investment Management's UnitedHealth position peaked at $2.86M in Q4 2021.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.