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IAM Advisory’s UnitedHealth UNH Stock Holding History

IAM Advisory’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
-3,824
Closed -$1.19M – 108
2025
Q2 		$1.19M Buy
3,824
+145
+4% +$55.4K 0.29% 56
2025
Q1 		$1.93M Sell
3,679
-69
-2% -$35.3K 0.5% 33
2024
Q4 		$1.9M Buy
3,748
+17
+0.5% +$9.66K 0.48% 34
2024
Q3 		$2.18M Buy
3,731
+44
+1% +$24.9K 0.55% 30
2024
Q2 		$1.88M Buy
3,687
+63
+2% +$30.9K 0.51% 37
2024
Q1 		$1.79M Buy
3,624
+95
+3% +$48.3K 0.49% 35
2023
Q4 		$1.86M Buy
3,529
+44
+1% +$23.5K 0.58% 26
2023
Q3 		$1.76M Buy
3,485
+86
+3% +$42.3K 0.61% 21
2023
Q2 		$1.63M Buy
3,399
+162
+5% +$79.2K 0.56% 27
2023
Q1 		$1.53M Sell
3,237
-1,564
-33% -$755K 0.53% 27
2022
Q4 		$2.55M Buy
4,801
+45
+0.9% +$23.8K 0.94% 15
2022
Q3 		$2.4M Buy
4,756
+4
+0.1% +$2.1K 1.01% 14
2022
Q2 		$2.44M Buy
4,752
+72
+2% +$36.2K 1% 15
2022
Q1 		$2.39M Buy
4,680
+1,840
+65% +$887K 0.97% 13
2021
Q4 		$1.32M Buy
2,840
+111
+4% +$50.2K 0.52% 28
2021
Q3 		$1.1M Buy
+2,729
New +$1.13M 0.47% 32
2021
Q2 		– Sell
-2,596
Closed -$1.05M – 99
2021
Q1 		$1.05M Buy
2,596
+117
+5% +$40.5K 0.46% 31
2020
Q4 		$838K Buy
+2,479
New +$831K 0.42% 35

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAM Advisory's UNH Position: Q3 2025 in Review

IAM Advisory sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 3,824 shares — an estimated $1.19M sold.

IAM Advisory first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $2.55M in Q4 2022. 3,168 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • IAM Advisory reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • IAM Advisory sold 3,824 UnitedHealth shares in Q3 2025, an estimated $1.19M.
  • IAM Advisory first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • IAM Advisory's UnitedHealth position peaked at $2.55M in Q4 2022.
  • 3,168 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on IAM Advisory's 13F filing for Q3 2025, filed 20 Oct 2025.