GWSG
UNH icon

GPS Wealth Strategies Group’s UnitedHealth UNH Stock Holding History

GPS Wealth Strategies Group’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
Q4 		$115K Sell
349
-928
-73% -$314K 0.1% 136
2025
Q3 		$441K Sell
1,277
-29
-2% -$8.77K 0.05% 205
2025
Q2 		$407K Sell
1,306
-438
-25% -$167K 0.05% 206
2025
Q1 		$914K Sell
1,744
-183
-9% -$93.5K 0.12% 120
2024
Q4 		$975K Sell
1,927
-146
-7% -$83K 0.13% 108
2024
Q3 		$1.21M Sell
2,073
-107
-5% -$60.5K 0.16% 97
2024
Q2 		$1.11M Sell
2,180
-93
-4% -$45.6K 0.17% 94
2024
Q1 		$1.12M Sell
2,273
-3,251
-59% -$1.65M 0.18% 93
2023
Q4 		$2.91M Buy
5,524
+85
+2% +$45.3K 0.53% 33
2023
Q3 		$2.74M Sell
5,439
-219
-4% -$108K 0.53% 37
2023
Q2 		$2.72M Sell
5,658
-228
-4% -$111K 0.51% 35
2023
Q1 		$2.78M Buy
+5,886
New +$2.84M 0.58% 33
2022
Q4 		– Sell
-5,301
Closed -$2.68M – 1016
2022
Q3 		$2.68M Buy
5,301
+46
+0.9% +$24.2K 0.68% 31
2022
Q2 		$2.7M Sell
5,255
-383
-7% -$192K 0.69% 27
2022
Q1 		$2.88M Sell
5,638
-44
-0.8% -$21.2K 0.65% 25
2021
Q4 		$2.85M Buy
5,682
+2,376
+72% +$1.08M 0.63% 27
2021
Q3 		$1.29M Buy
3,306
+183
+6% +$75.8K 0.32% 56
2021
Q2 		$1.25M Buy
3,123
+147
+5% +$58.6K 0.32% 54
2021
Q1 		$1.11M Buy
2,976
+213
+8% +$73.8K 0.33% 53
2020
Q4 		$969K Buy
2,763
+7
+0.3% +$2.35K 0.34% 53
2020
Q3 		$859K Buy
+2,756
New +$847K 0.35% 53

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GPS Wealth Strategies Group's UNH Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its UnitedHealth (UNH) stake by 73% in Q4 2025, selling an estimated $314K and leaving 349 shares worth $115K. The position accounts for 0.1% of the portfolio, ranked #136.

GPS Wealth Strategies Group first reported a position in UNH in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.91M in Q4 2023. 3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • GPS Wealth Strategies Group held 349 shares of UnitedHealth worth $115K as of Q4 2025.
  • GPS Wealth Strategies Group sold 928 UnitedHealth shares in Q4 2025, an estimated $314K.
  • UnitedHealth made up 0.1% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #136 holding.
  • GPS Wealth Strategies Group first reported a position in UnitedHealth in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's UnitedHealth position peaked at $2.91M in Q4 2023.
  • 3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.