HFO
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Heritage Family Offices’s UnitedHealth UNH Stock Holding History

Heritage Family Offices’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
-2,921
Closed -$1.51M – 207
2025
Q2 		$1.51M Hold
2,921
– – 0.76% 31
2025
Q1 		$1.53M Buy
2,921
+124
+4% +$63.4K 0.78% 30
2024
Q4 		$1.41M Buy
2,797
+147
+6% +$83.5K 0.71% 31
2024
Q3 		$1.55M Sell
2,650
-42
-2% -$23.8K 0.8% 29
2024
Q2 		$1.37M Buy
+2,692
New +$1.32M 0.76% 31

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

Heritage Family Offices's UNH Position: Q3 2025 in Review

Heritage Family Offices sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,921 shares — an estimated $1.51M sold.

Heritage Family Offices first reported a position in UNH in Q2 2024 and held it in 5 quarters. The position peaked at $1.55M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Heritage Family Offices reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Heritage Family Offices sold 2,921 UnitedHealth shares in Q3 2025, an estimated $1.51M.
  • Heritage Family Offices first reported a position in UnitedHealth in Q2 2024 and held it in 5 quarters.
  • Heritage Family Offices's UnitedHealth position peaked at $1.55M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Heritage Family Offices's 13F filing for Q3 2025, filed 7 Oct 2025.