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Hillsdale Investment Management’s UnitedHealth UNH Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-267
Closed -$92.2K – 760
2025
Q3 		$92.2K Sell
267
-13,147
-98% -$3.98M ﹤0.01% 500
2025
Q2 		$4.18M Buy
13,414
+10,730
+400% +$4.1M 0.15% 195
2025
Q1 		$1.41M Buy
2,684
+1,940
+261% +$992K 0.07% 227
2024
Q4 		$376K Buy
744
+160
+27% +$90.9K 0.02% 364
2024
Q3 		$341K Sell
584
-38
-6% -$21.5K 0.03% 360
2024
Q2 		$317K Sell
622
-2,301
-79% -$1.13M 0.03% 362
2024
Q1 		$1.45M Buy
2,923
+216
+8% +$110K 0.11% 193
2023
Q4 		$1.43M Sell
2,707
-10
-0.4% -$5.33K 0.12% 195
2023
Q3 		$1.37M Buy
2,717
+1,080
+66% +$532K 0.13% 187
2023
Q2 		$787K Buy
1,637
+20
+1% +$9.78K 0.07% 194
2023
Q1 		$764K Buy
1,617
+120
+8% +$57.9K 0.07% 219
2022
Q4 		$794K Buy
1,497
+860
+135% +$456K 0.07% 201
2022
Q3 		$322K Buy
637
+14
+2% +$7.36K 0.03% 384
2022
Q2 		$320K Sell
623
-21
-3% -$10.5K 0.03% 387
2022
Q1 		$328K Buy
644
+199
+45% +$96K 0.02% 394
2021
Q4 		$223K Sell
445
-10
-2% -$4.53K 0.01% 402
2021
Q3 		$178K Sell
455
-108
-19% -$44.7K 0.01% 415
2021
Q2 		$225K Buy
563
+173
+44% +$69K 0.02% 406
2021
Q1 		$145K Sell
390
-50
-11% -$17.3K 0.01% 414
2020
Q4 		$154K Sell
440
-160
-27% -$53.6K 0.01% 400
2020
Q3 		$187K Sell
600
-1,620
-73% -$498K 0.02% 394
2020
Q2 		$655K Buy
2,220
+1,500
+208% +$430K 0.06% 272
2020
Q1 		$179K Buy
720
+290
+67% +$79.8K 0.02% 408
2019
Q4 		$126K Sell
430
-30
-7% -$7.85K 0.01% 411
2019
Q3 		$100K Sell
460
-20
-4% -$4.83K 0.01% 421
2019
Q2 		$117K Sell
480
-230
-32% -$55.3K 0.01% 406
2019
Q1 		$175K Buy
710
+680
+2,267% +$173K 0.02% 387
2018
Q4 		$7K Sell
30
-1,800
-98% -$475K ﹤0.01% 483
2018
Q3 		$487K Buy
1,830
+1,600
+696% +$416K 0.06% 179
2018
Q2 		$56K Sell
230
-10
-4% -$2.4K 0.01% 318
2018
Q1 		$52K Hold
240
– – 0.01% 305
2017
Q4 		$53K Hold
240
– – 0.01% 316
2017
Q3 		$47K Sell
240
-2,050
-90% -$396K 0.01% 317
2017
Q2 		$424K Sell
2,290
-380
-14% -$66.6K 0.08% 192
2017
Q1 		$438K Hold
2,670
– – 0.09% 179
2016
Q4 		$427K Sell
2,670
-700
-21% -$105K 0.09% 176
2016
Q3 		$472K Buy
3,370
+400
+13% +$56K 0.13% 154
2016
Q2 		$419K Sell
2,970
-200
-6% -$26.7K 0.12% 143
2016
Q1 		$409K Sell
3,170
-30
-0.9% -$3.55K 0.14% 145
2015
Q4 		$376K Sell
3,200
-650
-17% -$76K 0.14% 169
2015
Q3 		$447K Hold
3,850
– – 0.15% 115
2015
Q2 		$470K Buy
3,850
+650
+20% +$76.9K 0.14% 127
2015
Q1 		$379K Buy
3,200
+500
+19% +$55.5K 0.1% 183
2014
Q4 		$273K Buy
2,700
+2,600
+2,600% +$246K 0.07% 271
2014
Q3 		$9K Hold
100
– – ﹤0.01% 496
2014
Q2 		$8K Hold
100
– – ﹤0.01% 506
2014
Q1 		$8K Sell
100
-1,200
-92% -$90.3K ﹤0.01% 495
2013
Q4 		$98K Buy
1,300
+1,200
+1,200% +$86.2K 0.03% 380
2013
Q3 		$7K Hold
100
– – ﹤0.01% 493
2013
Q2 		$7K Buy
+100
New +$6.22K ﹤0.01% 489

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hillsdale Investment Management's UNH Position: Q4 2025 in Review

Hillsdale Investment Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 267 shares — an estimated $92.2K sold.

Hillsdale Investment Management first reported a position in UNH in Q2 2013 and held it in 50 quarters. The position peaked at $4.18M in Q2 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Hillsdale Investment Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 267 UnitedHealth shares in Q4 2025, an estimated $92.2K.
  • Hillsdale Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 50 quarters.
  • Hillsdale Investment Management's UnitedHealth position peaked at $4.18M in Q2 2025.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.