GA
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Goldstein Advisors’s UnitedHealth UNH Stock Holding History

Goldstein Advisors’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
-739
Closed -$230K – 212
2025
Q2 		$230K Sell
739
-490
-40% -$187K 0.03% 170
2025
Q1 		$643K Buy
1,229
+14
+1% +$7.16K 0.09% 75
2024
Q4 		$614K Sell
1,215
-138
-10% -$78.4K 0.09% 80
2024
Q3 		$791K Buy
1,353
+60
+5% +$33.9K 0.12% 66
2024
Q2 		$658K Buy
1,293
+37
+3% +$18.1K 0.11% 65
2024
Q1 		$621K Buy
1,256
+78
+7% +$39.7K 0.11% 69
2023
Q4 		$620K Sell
1,178
-32
-3% -$17.1K 0.1% 92
2023
Q3 		$610K Buy
1,210
+99
+9% +$48.7K 0.13% 61
2023
Q2 		$534K Buy
1,111
+128
+13% +$62.6K 0.11% 71
2023
Q1 		$464K Sell
983
-97
-9% -$46.8K 0.1% 76
2022
Q4 		$572K Buy
+1,080
New +$572K 0.14% 67

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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