JTC Employer Solutions Trustee’s UnitedHealth UNH Stock Holding History

JTC Employer Solutions Trustee’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	-126	Closed	-$39K	–	325
2025 Q2	$39K	Hold	126	–	–	﹤0.01%	240
2025 Q1	$66K	Hold	126	–	–	0.01%	229
2024 Q4	$77K	Hold	126	–	–	0.01%	219
2024 Q3	$73K	Hold	126	–	–	﹤0.01%	225
2024 Q2	$61K	Hold	126	–	–	﹤0.01%	239
2024 Q1	$62K	Hold	126	–	–	﹤0.01%	241
2023 Q4	$62K	Sell	126 -772	-86%	-$412K	0.01%	238
2023 Q3	$442K	Hold	898	–	–	0.04%	83
2023 Q2	$442K	Hold	898	–	–	0.04%	83
2023 Q1	$428K	Buy	898 +126	+16%	+$60.8K	0.05%	82
2022 Q4	$415K	Hold	772	–	–	0.04%	86
2022 Q3	$415K	Buy	+772	New	+$406K	0.07%	73

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

JTC Employer Solutions Trustee's UNH Position: Q3 2025 in Review

JTC Employer Solutions Trustee sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 126 shares — an estimated $39K sold.

JTC Employer Solutions Trustee first reported a position in UNH in Q3 2022 and held it in 12 quarters. The position peaked at $442K in Q3 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

JTC Employer Solutions Trustee reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
JTC Employer Solutions Trustee sold 126 UnitedHealth shares in Q3 2025, an estimated $39K.
JTC Employer Solutions Trustee first reported a position in UnitedHealth in Q3 2022 and held it in 12 quarters.
JTC Employer Solutions Trustee's UnitedHealth position peaked at $442K in Q3 2023.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2025, filed 23 Oct 2025.