International Private Wealth Advisors’s UnitedHealth UNH Stock Holding History

International Private Wealth Advisors’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	-647	Closed	-$202K	–	184
2025 Q2	$202K	Sell	647 -51	-7%	-$19.5K	0.17%	158
2025 Q1	$366K	Sell	698 -24	-3%	-$12.3K	0.35%	81
2024 Q4	$365K	Buy	722 +88	+14%	+$50K	0.36%	75
2024 Q3	$371K	Buy	+634	New	+$359K	0.54%	52
2024 Q2	–	Sell	-460	Closed	-$228K	–	128
2024 Q1	$228K	Buy	460 +78	+20%	+$39.7K	0.44%	102
2023 Q4	$201K	Buy	+382	New	+$204K	0.2%	95

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

International Private Wealth Advisors's UNH Position: Q3 2025 in Review

International Private Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 647 shares — an estimated $202K sold.

International Private Wealth Advisors first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $371K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

International Private Wealth Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
International Private Wealth Advisors sold 647 UnitedHealth shares in Q3 2025, an estimated $202K.
International Private Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
International Private Wealth Advisors's UnitedHealth position peaked at $371K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on International Private Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.