Gifford Fong Associates’s UnitedHealth UNH Stock Holding History

Gifford Fong Associates’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	$1.95M	Hold	5,918	–	–	0.39%	66
2025 Q3	$2.04M	Hold	5,918	–	–	0.43%	60
2025 Q2	$1.85M	Hold	5,918	–	–	0.43%	61
2025 Q1	$3.1M	Hold	5,918	–	–	0.77%	42
2024 Q4	$2.99M	Hold	5,918	–	–	0.73%	45
2024 Q3	$3.46M	Hold	5,918	–	–	0.87%	34
2024 Q2	$3.01M	Hold	5,918	–	–	0.8%	36
2024 Q1	$2.93M	Sell	5,918 -7,288	-55%	-$3.71M	0.81%	38
2023 Q4	$6.95M	Hold	13,206	–	–	1.48%	16
2023 Q3	$6.66M	Hold	13,206	–	–	1.59%	14
2023 Q2	$6.35M	Hold	13,206	–	–	1.49%	14
2023 Q1	$6.24M	Sell	13,206 -8,794	-40%	-$4.24M	1.64%	11
2022 Q4	$11.7M	Hold	22,000	–	–	2.67%	7
2022 Q3	$11.1M	Hold	22,000	–	–	2.75%	6
2022 Q2	$11.3M	Hold	22,000	–	–	2.63%	7
2022 Q1	$11.2M	Hold	22,000	–	–	2.05%	11
2021 Q4	$11M	Hold	22,000	–	–	1.93%	12
2021 Q3	$8.6M	Hold	22,000	–	–	1.67%	14
2021 Q2	$8.81M	Hold	22,000	–	–	1.71%	13
2021 Q1	$8.19M	Hold	22,000	–	–	1.76%	12
2020 Q4	$7.71M	Hold	22,000	–	–	1.79%	12
2020 Q3	$6.86M	Hold	22,000	–	–	1.84%	12
2020 Q2	$6.49M	Buy	22,000 +20,000	+1,000%	+$5.73M	1.97%	10
2020 Q1	$499K	Hold	2,000	–	–	0.18%	84
2019 Q4	$588K	Hold	2,000	–	–	0.17%	92
2019 Q3	$435K	Hold	2,000	–	–	0.14%	100
2019 Q2	$488K	Hold	2,000	–	–	0.16%	93
2019 Q1	$495K	Hold	2,000	–	–	0.16%	91
2018 Q4	$498K	Hold	2,000	–	–	0.19%	89
2018 Q3	$532K	Hold	2,000	–	–	0.17%	91
2018 Q2	$491K	Buy	+2,000	New	+$480K	0.17%	90

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Gifford Fong Associates's UNH Position: Q4 2025 in Review

Gifford Fong Associates held its UnitedHealth (UNH) position steady in Q4 2025 at 5,918 shares worth $1.95M. The position accounts for 0.39% of the portfolio, ranked #66.

Gifford Fong Associates first reported a position in UNH in Q2 2018 and has held it in 31 quarters since. The position peaked at $11.7M in Q4 2022. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Gifford Fong Associates held 5,918 shares of UnitedHealth worth $1.95M as of Q4 2025.
Gifford Fong Associates left its UnitedHealth share count unchanged in Q4 2025.
UnitedHealth made up 0.39% of Gifford Fong Associates's portfolio in Q4 2025, its #66 holding.
Gifford Fong Associates first reported a position in UnitedHealth in Q2 2018 and has held it in 31 quarters since.
Gifford Fong Associates's UnitedHealth position peaked at $11.7M in Q4 2022.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.