Global Assets Advisory’s UnitedHealth UNH Stock Holding History

Global Assets Advisory’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
2026 Q1	$2.31M	Buy	8,527 +200	+2%	+$59.6K	0.67%	31
2025 Q4	$2.75M	Buy	8,327 +5	+0.1%	+$1.69K	0.79%	29
2025 Q3	$2.87M	Buy	8,322 +2,997	+56%	+$906K	0.85%	22
2025 Q2	$1.74M	Buy	5,325 +2,126	+66%	+$813K	0.68%	35
2025 Q1	$1.76M	Buy	3,199 +2,059	+181%	+$1.05M	0.33%	68
2024 Q4	$575K	Sell	1,140 -1,689	-60%	-$960K	0.32%	74
2024 Q3	$1.65M	Buy	+2,829	New	+$1.6M	0.9%	23
2024 Q2	–	Sell	-570,990	Closed	-$1.17M	–	482
2024 Q1	$1.17M	Buy	+570,990	New	+$290M	0.05%	213
2023 Q4	–	Sell	-1,877	Closed	-$946K	–	125
2023 Q3	$946K	Buy	1,877 +211	+13%	+$104K	0.83%	33
2023 Q2	$801K	Sell	1,666 -5	-0.3%	-$2.44K	0.73%	39
2023 Q1	$843K	Sell	1,671 -51	-3%	-$24.6K	0.86%	28
2022 Q4	$913K	Sell	1,722 -467	-21%	-$247K	0.96%	24
2022 Q3	$1.22M	Buy	2,189 +108	+5%	+$56.8K	1.23%	19
2022 Q2	$1.07M	Buy	+2,081	New	+$1.05M	2.3%	8

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return