Gilliland Jeter Wealth Management’s UnitedHealth UNH Stock Holding History

Gilliland Jeter 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	–	Sell	-3,476	Closed	-$1.08M	–	182
2025 Q2	$1.08M	Sell	3,476 -468	-12%	-$179K	0.35%	66
2025 Q1	$2.07M	Sell	3,944 -375	-9%	-$192K	0.73%	36
2024 Q4	$2.18M	Sell	4,319 -76	-2%	-$43.2K	0.74%	37
2024 Q3	$2.57M	Sell	4,395 -16	-0.4%	-$9.05K	0.83%	30
2024 Q2	$2.25M	Sell	4,411 -190	-4%	-$93.1K	0.76%	32
2024 Q1	$2.28M	Buy	4,601 +619	+16%	+$315K	0.79%	34
2023 Q4	$2.1M	Buy	+3,982	New	+$2.12M	0.87%	34

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

Gilliland Jeter Wealth Management's UNH Position: Q3 2025 in Review

Gilliland Jeter Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 3,476 shares — an estimated $1.08M sold.

Gilliland Jeter Wealth Management first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $2.57M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Gilliland Jeter Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 3,476 UnitedHealth shares in Q3 2025, an estimated $1.08M.
Gilliland Jeter Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
Gilliland Jeter Wealth Management's UnitedHealth position peaked at $2.57M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.