Heritage Financial Services’s UnitedHealth UNH Stock Holding History

Heritage Financial Services’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	$333K	Buy	1,010 +51	+5%	+$17.3K	0.03%	90
2025 Q3	$331K	Sell	959 -111	-10%	-$33.6K	0.03%	95
2025 Q2	$334K	Sell	1,070 -1	-0.1%	-$382	0.03%	88
2025 Q1	$561K	Sell	1,071 -137	-11%	-$70K	0.06%	60
2024 Q4	$611K	Buy	1,208 +53	+5%	+$30.1K	0.08%	56
2024 Q3	$675K	Sell	1,155 -83	-7%	-$46.9K	0.09%	48
2024 Q2	$630K	Sell	1,238 -94	-7%	-$46.1K	0.09%	49
2024 Q1	$659K	Buy	1,332 +6	+0.5%	+$3.05K	0.1%	50
2023 Q4	$698K	Hold	1,326	–	–	0.12%	49
2023 Q3	$669K	Hold	1,326	–	–	0.13%	37
2023 Q2	$637K	Hold	1,326	–	–	0.13%	39
2023 Q1	$627K	Buy	1,326 +47	+4%	+$22.7K	0.14%	37
2022 Q4	$678K	Buy	1,279 +143	+13%	+$75.7K	0.17%	35
2022 Q3	$573K	Sell	1,136 -1	-0.1%	-$526	0.35%	33
2022 Q2	$583K	Buy	1,137 +32	+3%	+$16.1K	0.32%	30
2022 Q1	$563K	Sell	1,105 -30	-3%	-$14.5K	0.37%	37
2021 Q4	$569K	Buy	+1,135	New	+$514K	0.45%	35

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Financial Services's UNH Position: Q4 2025 in Review

Heritage Financial Services increased its UnitedHealth (UNH) stake by 5.3% in Q4 2025, buying an estimated $17.3K and bringing the position to 1,010 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #90.

Heritage Financial Services first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $698K in Q4 2023. 3,311 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Heritage Financial Services held 1,010 shares of UnitedHealth worth $333K as of Q4 2025.
Heritage Financial Services bought 51 UnitedHealth shares in Q4 2025, an estimated $17.3K.
UnitedHealth made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #90 holding.
Heritage Financial Services first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
Heritage Financial Services's UnitedHealth position peaked at $698K in Q4 2023.
3,311 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.