FSA Wealth Management’s UnitedHealth UNH Stock Holding History

FSA 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 Q3	$95.3K	Hold	276	–	–	0.03%	95
2025 Q2	$86.1K	Hold	276	–	–	0.03%	102
2025 Q1	$145K	Buy	276 +2	+0.7%	+$1.02K	0.06%	68
2024 Q4	$139K	Hold	274	–	–	0.06%	68
2024 Q3	$160K	Buy	+274	New	+$155K	0.06%	65
2024 Q1	$136K	Hold	274	–	–	0.06%	69
2023 Q4	$144K	Buy	+274	New	+$146K	0.07%	62
2021 Q1	–	Sell	-100	Closed	-$35K	–	221
2020 Q4	$35K	Buy	+100	New	+$33.5K	0.02%	155
2020 Q3	–	Sell	-165	Closed	-$49K	–	334
2020 Q2	$49K	Sell	165 -20	-11%	-$5.73K	0.03%	118
2020 Q1	$46K	Hold	185	–	–	0.04%	111
2019 Q4	$54K	Buy	+185	New	+$48.4K	0.04%	122

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's UNH Position: Q3 2025 in Review

FSA Wealth Management held its UnitedHealth (UNH) position steady in Q3 2025 at 276 shares worth $95.3K. The position accounts for 0.03% of the portfolio, ranked #95.

FSA Wealth Management first reported a position in UNH in Q4 2019 and has held it in 11 quarters since. The position peaked at $160K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

FSA Wealth Management held 276 shares of UnitedHealth worth $95.3K as of Q3 2025.
FSA Wealth Management left its UnitedHealth share count unchanged in Q3 2025.
UnitedHealth made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #95 holding.
FSA Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's UnitedHealth position peaked at $160K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.