Left Brain Wealth Management’s UnitedHealth UNH Stock Holding History

Left Brain Wealth 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	-6,254	Closed	-$2.16M	–	106
2025 Q3	$2.16M	Sell	6,254 -3,620	-37%	-$1.09M	0.68%	37
2025 Q2	$3.08M	Buy	9,874 +5,954	+152%	+$2.28M	1.09%	34
2025 Q1	$2.05M	Sell	3,920 -163	-4%	-$83.3K	0.9%	36
2024 Q4	$2.07M	Sell	4,083 -136	-3%	-$77.3K	0.78%	39
2024 Q3	$2.47M	Buy	4,219 +42	+1%	+$23.8K	1.15%	31
2024 Q2	$2.13M	Buy	4,177 +67	+2%	+$32.8K	0.99%	34
2024 Q1	$2.03M	Sell	4,110 -275	-6%	-$140K	0.98%	34
2023 Q4	$2.31M	Buy	4,385 +536	+14%	+$286K	1.33%	30
2023 Q3	$1.94M	Sell	3,849 -4,385	-53%	-$2.16M	1.21%	30
2023 Q2	$3.96M	Sell	8,234 -178	-2%	-$87K	2.41%	12
2023 Q1	$4.14M	Buy	8,412 +45	+0.5%	+$21.7K	2.82%	10
2022 Q4	$4.44M	Buy	+8,367	New	+$4.43M	3.32%	11

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

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

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

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

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

Left Brain Wealth Management's UNH Position: Q4 2025 in Review

Left Brain Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 6,254 shares — an estimated $2.16M sold.

Left Brain Wealth Management first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $4.44M in Q4 2022. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Left Brain Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Left Brain Wealth Management sold 6,254 UnitedHealth shares in Q4 2025, an estimated $2.16M.
Left Brain Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
Left Brain Wealth Management's UnitedHealth position peaked at $4.44M in Q4 2022.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Left Brain Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.