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Hemington Wealth Management’s UnitedHealth UNH Stock Holding History

Hemington Wealth 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 		$316K Sell
918
-48
-5% -$14.5K 0.04% 106
2025
Q2 		$301K Sell
966
-188
-16% -$71.9K 0.04% 102
2025
Q1 		$604K Buy
1,154
+28
+2% +$14.3K 0.09% 67
2024
Q4 		$569K Buy
1,126
+63
+6% +$35.8K 0.14% 65
2024
Q3 		$599K Sell
1,063
-316
-23% -$179K 0.16% 62
2024
Q2 		$702K Sell
1,379
-21
-2% -$10.3K 0.24% 58
2024
Q1 		$693K Buy
1,400
+259
+23% +$132K 0.25% 57
2023
Q4 		$600K Buy
1,141
+61
+6% +$32.5K 0.23% 57
2023
Q3 		$544K Sell
1,080
-125
-10% -$61.5K 0.26% 49
2023
Q2 		$578K Sell
1,205
-45
-4% -$22K 0.23% 49
2023
Q1 		$590K Sell
1,250
-19
-1% -$9.17K 0.24% 45
2022
Q4 		$672K Sell
1,269
-177
-12% -$93.8K 0.29% 36
2022
Q3 		$730K Buy
1,446
+214
+17% +$113K 0.32% 38
2022
Q2 		$633K Sell
1,232
-7
-0.6% -$3.52K 0.25% 46
2022
Q1 		$632K Buy
1,239
+149
+14% +$71.9K 0.21% 55
2021
Q4 		$382K Sell
1,090
-25
-2% -$11.3K 0.18% 60
2021
Q3 		$436K Sell
1,115
-11
-1% -$4.56K 0.16% 65
2021
Q2 		$451K Sell
1,126
-12
-1% -$4.79K 0.19% 59
2021
Q1 		$423K Buy
1,138
+48
+4% +$16.6K 0.18% 58
2020
Q4 		$382K Buy
+1,090
New +$365K 0.18% 60

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

Hemington Wealth Management's UNH Position: Q3 2025 in Review

Hemington Wealth Management reduced its UnitedHealth (UNH) stake by 5% in Q3 2025, selling an estimated $14.5K and leaving 918 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #106.

Hemington Wealth Management first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. The position peaked at $730K in Q3 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Hemington Wealth Management held 918 shares of UnitedHealth worth $316K as of Q3 2025.
  • Hemington Wealth Management sold 48 UnitedHealth shares in Q3 2025, an estimated $14.5K.
  • UnitedHealth made up 0.04% of Hemington Wealth Management's portfolio in Q3 2025, its #106 holding.
  • Hemington Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's UnitedHealth position peaked at $730K in Q3 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.