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Guerra Advisors’s UnitedHealth UNH Stock Holding History

Guerra 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 		$1.06M Buy
+3,066
New +$927K 0.39% 58
2025
Q1 		– Sell
-1,062
Closed -$537K – 67
2024
Q4 		$537K Buy
+1,062
New +$603K 0.3% 49

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Guerra Advisors's UNH Position: Q3 2025 in Review

Guerra Advisors opened a new position in UnitedHealth (UNH) in Q3 2025: 3,066 shares worth $1.06M. The stake represents 0.39% of the portfolio and ranks #58 among its holdings. This is a return to the name: Guerra Advisors previously reported a position in UNH as recently as Q4 2024.

Guerra Advisors first reported a position in UNH in Q4 2024 and has held it in 2 quarters since. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Guerra Advisors held 3,066 shares of UnitedHealth worth $1.06M as of Q3 2025.
  • UnitedHealth was a new Guerra Advisors position in Q3 2025.
  • UnitedHealth made up 0.39% of Guerra Advisors's portfolio in Q3 2025, its #58 holding.
  • Guerra Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 2 quarters since.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.