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James Investment Research’s UnitedHealth UNH Stock Holding History

James Investment Research’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
-1,627
Closed -$508K – 361
2025
Q2 		$508K Sell
1,627
-16,528
-91% -$6.32M 0.06% 215
2025
Q1 		$9.51M Sell
18,155
-251
-1% -$128K 1.21% 19
2024
Q4 		$9.31M Sell
18,406
-561
-3% -$319K 1.11% 20
2024
Q3 		$11.1M Sell
18,967
-374
-2% -$212K 1.28% 16
2024
Q2 		$9.85M Sell
19,341
-2,835
-13% -$1.39M 1.17% 19
2024
Q1 		$11M Sell
22,176
-3,813
-15% -$1.94M 1.3% 18
2023
Q4 		$13.7M Sell
25,989
-1,129
-4% -$602K 1.72% 7
2023
Q3 		$13.7M Sell
27,118
-2,094
-7% -$1.03M 1.8% 6
2023
Q2 		$14M Sell
29,212
-1,018
-3% -$498K 1.79% 6
2023
Q1 		$14.3M Buy
30,230
+202
+0.7% +$97.5K 1.89% 6
2022
Q4 		$15.9M Sell
30,028
-1,565
-5% -$829K 2.23% 5
2022
Q3 		$16M Sell
31,593
-3,078
-9% -$1.62M 2.28% 7
2022
Q2 		$17.8M Sell
34,671
-950
-3% -$477K 2.38% 6
2022
Q1 		$18.2M Sell
35,621
-837
-2% -$404K 1.91% 7
2021
Q4 		$18.3M Sell
36,458
-1,511
-4% -$684K 1.68% 8
2021
Q3 		$14.8M Sell
37,969
-506
-1% -$210K 1.38% 14
2021
Q2 		$15.4M Buy
38,475
+7,080
+23% +$2.82M 1.32% 15
2021
Q1 		$11.7M Sell
31,395
-13,312
-30% -$4.61M 1.06% 25
2020
Q4 		$15.7M Buy
44,707
+13,433
+43% +$4.5M 1.41% 13
2020
Q3 		$9.75M Buy
31,274
+4,959
+19% +$1.52M 0.9% 33
2020
Q2 		$7.76M Sell
26,315
-239
-0.9% -$68.5K 0.72% 43
2020
Q1 		$6.62M Sell
26,554
-2,643
-9% -$727K 0.69% 49
2019
Q4 		$8.58M Buy
29,197
+3,336
+13% +$873K 0.6% 51
2019
Q3 		$5.62M Sell
25,861
-6,504
-20% -$1.57M 0.41% 76
2019
Q2 		$7.9M Sell
32,365
-21,471
-40% -$5.16M 0.57% 52
2019
Q1 		$13.3M Buy
53,836
+6,024
+13% +$1.54M 0.87% 30
2018
Q4 		$11.9M Buy
47,812
+27,933
+141% +$7.38M 0.74% 31
2018
Q3 		$5.29M Sell
19,879
-1,343
-6% -$349K 0.22% 96
2018
Q2 		$5.21M Sell
21,222
-154
-0.7% -$37K 0.2% 107
2018
Q1 		$4.58M Sell
21,376
-2,898
-12% -$662K 0.17% 127
2017
Q4 		$5.35M Sell
24,274
-10,884
-31% -$2.31M 0.18% 110
2017
Q3 		$6.89M Sell
35,158
-13,734
-28% -$2.65M 0.23% 94
2017
Q2 		$9.06M Buy
48,892
+4,852
+11% +$851K 0.28% 100
2017
Q1 		$7.22M Sell
44,040
-3,872
-8% -$634K 0.2% 124
2016
Q4 		$7.67M Buy
47,912
+19,902
+71% +$2.97M 0.2% 143
2016
Q3 		$3.92M Sell
28,010
-241,417
-90% -$33.8M 0.1% 166
2016
Q2 		$38M Sell
269,427
-246,404
-48% -$32.9M 0.96% 30
2016
Q1 		$66.5M Buy
515,831
+79,819
+18% +$9.44M 1.62% 16
2015
Q4 		$51.3M Buy
436,012
+51,994
+14% +$6.08M 1.27% 24
2015
Q3 		$44.5M Buy
384,018
+10,775
+3% +$1.29M 1.19% 27
2015
Q2 		$45.5M Buy
373,243
+27,132
+8% +$3.21M 1.06% 31
2015
Q1 		$40.9M Buy
346,111
+43,207
+14% +$4.8M 0.97% 32
2014
Q4 		$30.6M Buy
302,904
+62,622
+26% +$5.93M 0.84% 37
2014
Q3 		$20.7M Buy
240,282
+269
+0.1% +$22.7K 0.65% 49
2014
Q2 		$19.6M Sell
240,013
-37,665
-14% -$2.96M 0.62% 56
2014
Q1 		$22.8M Sell
277,678
-63,283
-19% -$4.76M 0.73% 44
2013
Q4 		$25.7M Sell
340,961
-114,881
-25% -$8.25M 0.81% 42
2013
Q3 		$32.6M Buy
455,842
+5,937
+1% +$425K 1.24% 21
2013
Q2 		$29.5M Buy
+449,905
New +$28M 1.21% 23

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
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

James Investment Research's UNH Position: Q3 2025 in Review

James Investment Research sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,627 shares — an estimated $508K sold.

James Investment Research first reported a position in UNH in Q2 2013 and held it in 49 quarters. The position peaked at $66.5M in Q1 2016. 3,165 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • James Investment Research reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • James Investment Research sold 1,627 UnitedHealth shares in Q3 2025, an estimated $508K.
  • James Investment Research first reported a position in UnitedHealth in Q2 2013 and held it in 49 quarters.
  • James Investment Research's UnitedHealth position peaked at $66.5M in Q1 2016.
  • 3,165 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on James Investment Research's 13F filing for Q3 2025, filed 31 Oct 2025.