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Garde Capital’s UnitedHealth UNH Stock Holding History

Garde Capital’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
-485
Closed -$151K – 769
2025
Q2 		$151K Buy
485
+44
+10% +$16.8K 0.01% 242
2025
Q1 		$231K Sell
441
-175
-28% -$89.5K 0.01% 210
2024
Q4 		$312K Buy
616
+90
+17% +$51.1K 0.02% 175
2024
Q3 		$308K Sell
526
-331
-39% -$187K 0.02% 172
2024
Q2 		$437K Sell
857
-166
-16% -$81.4K 0.03% 143
2024
Q1 		$506K Buy
1,023
+2
+0.2% +$1.02K 0.04% 138
2023
Q4 		$538K Sell
1,021
-923
-47% -$492K 0.04% 130
2023
Q3 		$980K Buy
1,944
+25
+1% +$12.3K 0.08% 90
2023
Q2 		$922K Buy
1,919
+1,000
+109% +$489K 0.08% 97
2023
Q1 		$434K Sell
919
-24
-3% -$11.6K 0.05% 124
2022
Q4 		$500K Buy
943
+66
+8% +$35K 0.06% 119
2022
Q3 		$443K Hold
877
– – 0.06% 116
2022
Q2 		$450K Buy
877
+69
+9% +$34.7K 0.05% 123
2022
Q1 		$412K Sell
808
-121
-13% -$58.4K 0.04% 140
2021
Q4 		$467K Buy
929
+101
+12% +$45.7K 0.05% 135
2021
Q3 		$324K Buy
828
+382
+86% +$158K 0.03% 156
2021
Q2 		$179K Sell
446
-40
-8% -$15.9K 0.02% 209
2021
Q1 		$181K Buy
486
+40
+9% +$13.9K 0.02% 197
2020
Q4 		$156K Buy
+446
New +$149K 0.02% 203

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

Garde Capital's UNH Position: Q3 2025 in Review

Garde Capital sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 485 shares — an estimated $151K sold.

Garde Capital first reported a position in UNH in Q4 2020 and held it in 19 quarters. The position peaked at $980K in Q3 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Garde Capital reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 485 UnitedHealth shares in Q3 2025, an estimated $151K.
  • Garde Capital first reported a position in UnitedHealth in Q4 2020 and held it in 19 quarters.
  • Garde Capital's UnitedHealth position peaked at $980K in Q3 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.