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Hamilton Wealth’s UnitedHealth UNH Stock Holding History

Hamilton Wealth’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
-1,129
Closed -$352K – 132
2025
Q2 		$352K Buy
+1,129
New +$431K 0.08% 75
2024
Q4 		– Sell
-571
Closed -$334K – 127
2024
Q3 		$334K Sell
571
-259
-31% -$146K 0.08% 70
2024
Q2 		$423K Buy
+830
New +$407K 0.11% 57
2024
Q1 		– Sell
-522
Closed -$275K – 120
2023
Q4 		$275K Buy
522
+1
+0.2% +$533 0.09% 72
2023
Q3 		$263K Sell
521
-2
-0.4% -$984 0.09% 76
2023
Q2 		$251K Buy
523
+24
+5% +$11.7K 0.09% 82
2023
Q1 		$236K Sell
499
-269
-35% -$130K 0.08% 81
2022
Q4 		$407K Buy
768
+9
+1% +$4.77K 0.17% 55
2022
Q3 		$383K Buy
759
+47
+7% +$24.7K 0.16% 53
2022
Q2 		$366K Sell
712
-1
-0.1% -$502 0.14% 46
2022
Q1 		$364K Buy
713
+14
+2% +$6.75K 0.16% 43
2021
Q4 		$351K Buy
+699
New +$316K 0.16% 45

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

Hamilton Wealth's UNH Position: Q3 2025 in Review

Hamilton Wealth sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,129 shares — an estimated $352K sold.

Hamilton Wealth first reported a position in UNH in Q4 2021 and held it in 12 quarters. The position peaked at $423K in Q2 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Hamilton Wealth reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Hamilton Wealth sold 1,129 UnitedHealth shares in Q3 2025, an estimated $352K.
  • Hamilton Wealth first reported a position in UnitedHealth in Q4 2021 and held it in 12 quarters.
  • Hamilton Wealth's UnitedHealth position peaked at $423K in Q2 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Hamilton Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.