H&H Retirement Design & Management’s UnitedHealth UNH Stock Holding History

H&H Retirement Design & Management’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	-774	Closed	-$218K	–	84
2025 Q2	$218K	Buy	774 +74	+11%	+$28.3K	0.12%	79
2025 Q1	$298K	Buy	700 +2	+0.3%	+$1.02K	0.2%	64
2024 Q4	$326K	Sell	698 -142	-17%	-$80.7K	0.2%	64
2024 Q3	$467K	Sell	840 -8	-0.9%	-$4.53K	0.28%	58
2024 Q2	$474K	Sell	848 -39	-4%	-$19.1K	0.29%	57
2024 Q1	$436K	Buy	+887	New	+$451K	0.29%	55

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H Retirement Design & Management's UNH Position: Q3 2025 in Review

H&H Retirement Design & Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 774 shares — an estimated $218K sold.

H&H Retirement Design & Management first reported a position in UNH in Q1 2024 and held it in 6 quarters. The position peaked at $474K in Q2 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

H&H Retirement Design & Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
H&H Retirement Design & Management sold 774 UnitedHealth shares in Q3 2025, an estimated $218K.
H&H Retirement Design & Management first reported a position in UnitedHealth in Q1 2024 and held it in 6 quarters.
H&H Retirement Design & Management's UnitedHealth position peaked at $474K in Q2 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on H&H Retirement Design & Management's 13F filing for Q3 2025, filed 12 Nov 2025.