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 $5.7T AUM 30.48% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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