Gitterman Wealth Management’s UnitedHealth UNH Stock Holding History

Gitterman 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	$1M	Buy	2,909 +323	+12%	+$97.7K	0.23%	24
2025 Q2	$807K	Buy	2,586 +1	+0%	+$382	0.19%	22
2025 Q1	$1.35M	Buy	2,585 +5	+0.2%	+$2.56K	0.36%	15
2024 Q4	$1.31M	Buy	2,580 +3	+0.1%	+$1.71K	0.55%	14
2024 Q3	$1.51M	Hold	2,577	–	–	0.63%	12
2024 Q2	$1.31M	Hold	2,577	–	–	0.51%	13
2024 Q1	$1.27M	Hold	2,577	–	–	0.49%	13
2023 Q4	$1.36M	Hold	2,577	–	–	0.6%	10
2023 Q3	$1.3M	Sell	2,577 -16	-0.6%	-$7.87K	0.62%	10
2023 Q2	$1.25M	Sell	2,593 -414	-14%	-$202K	0.58%	11
2023 Q1	$1.42M	Buy	3,007 +414	+16%	+$200K	0.68%	9
2022 Q4	$1.37M	Sell	2,593 -319	-11%	-$169K	0.69%	10
2022 Q3	$1.49M	Sell	2,912 -143	-5%	-$75.2K	1.53%	6
2022 Q2	$1.58M	Sell	3,055 -147	-5%	-$73.8K	1.47%	8
2022 Q1	$1.63M	Sell	3,202 -24	-0.7%	-$11.6K	1.31%	8
2021 Q4	$1.62M	Buy	3,226 +288	+10%	+$130K	1.2%	13
2021 Q3	$1.15M	Buy	2,938 +219	+8%	+$90.7K	0.92%	16
2021 Q2	$1.09M	Hold	2,719	–	–	0.88%	16
2021 Q1	$1.01M	Buy	+2,719	New	+$942K	0.65%	15

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

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

Gitterman Wealth Management increased its UnitedHealth (UNH) stake by 12% in Q3 2025, buying an estimated $97.7K and bringing the position to 2,909 shares worth $1M. The position accounts for 0.23% of the portfolio, ranked #24.

Gitterman Wealth Management first reported a position in UNH in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q1 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Gitterman Wealth Management held 2,909 shares of UnitedHealth worth $1M as of Q3 2025.
Gitterman Wealth Management bought 323 UnitedHealth shares in Q3 2025, an estimated $97.7K.
UnitedHealth made up 0.23% of Gitterman Wealth Management's portfolio in Q3 2025, its #24 holding.
Gitterman Wealth Management first reported a position in UnitedHealth in Q1 2021 and has held it in 19 quarters since.
Gitterman Wealth Management's UnitedHealth position peaked at $1.63M in Q1 2022.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.