HI
UNH icon

Hendershot Investments’s UnitedHealth UNH Stock Holding History

Hendershot Investments’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 		– Sell
-34,117
Closed -$11.8M – 130
2025
Q3 		$11.8M Sell
34,117
-2,949
-8% -$892K 1.48% 24
2025
Q2 		$11.6M Sell
37,066
-7,771
-17% -$2.97M 1.55% 24
2025
Q1 		$23.5M Buy
44,837
+2,207
+5% +$1.13M 3.2% 8
2024
Q4 		$21.6M Buy
42,630
+1,055
+3% +$599K 2.94% 8
2024
Q3 		$24.3M Buy
41,575
+315
+0.8% +$178K 3.3% 7
2024
Q2 		$21M Buy
41,260
+1,228
+3% +$602K 3.02% 9
2024
Q1 		$19.8M Buy
40,032
+2,421
+6% +$1.23M 2.83% 9
2023
Q4 		$19.8M Buy
37,611
+480
+1% +$256K 3.04% 8
2023
Q3 		$18.7M Buy
37,131
+393
+1% +$193K 3.14% 6
2023
Q2 		$17.7M Buy
36,738
+4,006
+12% +$1.96M 2.85% 8
2023
Q1 		$15.5M Buy
32,732
+8,931
+38% +$4.31M 2.6% 10
2022
Q4 		$12.6M Sell
23,801
-227
-0.9% -$120K 2.13% 14
2022
Q3 		$12.1M Sell
24,028
-24,033
-50% -$12.6M 2.29% 10
2022
Q2 		$24.7M Sell
48,061
-415
-0.9% -$208K 4.36% 4
2022
Q1 		$24.7M Buy
48,476
+1,145
+2% +$552K 3.78% 4
2021
Q4 		$23.8M Sell
47,331
-285
-0.6% -$129K 3.61% 3
2021
Q3 		$18.6M Sell
47,616
-467
-1% -$193K 3.52% 4
2021
Q2 		$19.3M Buy
48,083
+5
+0% +$1.99K 4.19% 3
2021
Q1 		$17.9M Sell
48,078
-696
-1% -$241K 4.14% 2
2020
Q4 		$17.1M Sell
48,774
-85
-0.2% -$28.5K 4.35% 2
2020
Q3 		$15.2M Buy
48,859
+339
+0.7% +$104K 4.34% 2
2020
Q2 		$14.3M Buy
48,520
+1,624
+3% +$465K 4.5% 2
2020
Q1 		$11.7M Buy
46,896
+3,380
+8% +$930K 4.29% 3
2019
Q4 		$12.8M Buy
43,516
+1,960
+5% +$513K 3.79% 5
2019
Q3 		$9.03M Buy
41,556
+40,940
+6,646% +$9.88M 2.89% 14
2019
Q2 		$150K Hold
616
– – 0.05% 79
2019
Q1 		$152K Sell
616
-148
-19% -$37.7K 0.05% 77
2018
Q4 		$190K Hold
764
– – 0.07% 62
2018
Q3 		$203K Buy
+764
New +$199K 0.07% 66

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hendershot Investments's UNH Position: Q4 2025 in Review

Hendershot Investments sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 34,117 shares — an estimated $11.8M sold.

Hendershot Investments first reported a position in UNH in Q3 2018 and held it in 29 quarters. The position peaked at $24.7M in Q1 2022. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Hendershot Investments reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Hendershot Investments sold 34,117 UnitedHealth shares in Q4 2025, an estimated $11.8M.
  • Hendershot Investments first reported a position in UnitedHealth in Q3 2018 and held it in 29 quarters.
  • Hendershot Investments's UnitedHealth position peaked at $24.7M in Q1 2022.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Hendershot Investments's 13F filing for Q4 2025, filed 26 Jan 2026.