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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldstein Advisors's UNH Position: Q3 2025 in Review

Goldstein Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 739 shares — an estimated $230K sold.

Goldstein Advisors first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $791K in Q3 2024. 3,167 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Goldstein Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Goldstein Advisors sold 739 UnitedHealth shares in Q3 2025, an estimated $230K.
  • Goldstein Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
  • Goldstein Advisors's UnitedHealth position peaked at $791K in Q3 2024.
  • 3,167 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Goldstein Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.