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Liberty Wealth Management’s UnitedHealth UNH Stock Holding History

Liberty 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
-585
Closed -$202K – 263
2025
Q3 		$202K Sell
585
-153
-21% -$46.3K 0.03% 242
2025
Q2 		$230K Sell
738
-127
-15% -$48.5K 0.04% 206
2025
Q1 		$453K Buy
865
+28
+3% +$14.3K 0.09% 97
2024
Q4 		$424K Sell
837
-12
-1% -$6.82K 0.07% 130
2024
Q3 		$497K Sell
849
-4,104
-83% -$2.32M 0.08% 117
2024
Q2 		$452K Buy
4,953
+4,071
+462% +$2M 0.08% 118
2024
Q1 		$442K Sell
882
-11
-1% -$5.59K 0.09% 111
2023
Q4 		$470K Sell
893
-5
-0.6% -$2.67K 0.1% 100
2023
Q3 		$453K Sell
898
-25
-3% -$12.3K 0.11% 98
2023
Q2 		$443K Sell
923
-70
-7% -$34.2K 0.11% 104
2023
Q1 		$468K Buy
+993
New +$479K 0.1% 130
2022
Q3 		$701K Buy
1,389
+680
+96% +$358K 0.19% 63
2022
Q2 		$364K Buy
709
+52
+8% +$26.1K 0.15% 98
2022
Q1 		$333K Sell
657
-87
-12% -$42K 0.12% 101
2021
Q4 		$373K Sell
744
-389
-34% -$176K 0.02% 112
2021
Q3 		$470K Buy
1,133
+447
+65% +$185K 0.17% 82
2021
Q2 		$275K Buy
686
+50
+8% +$19.9K 0.11% 104
2021
Q1 		$212K Hold
636
– – 0.1% 105
2020
Q4 		$212K Sell
636
-236
-27% -$79.1K 0.1% 104
2020
Q3 		$272K Sell
872
-108
-11% -$33.2K 0.16% 76
2020
Q2 		$289K Sell
980
-60
-6% -$17.2K 0.2% 69
2020
Q1 		$259K Sell
1,040
-3
-0.3% -$826 0.23% 67
2019
Q4 		$307K Buy
1,043
+29
+3% +$7.59K 0.24% 78
2019
Q3 		$220K Buy
1,014
+83
+9% +$20K 0.21% 89
2019
Q2 		$227K Sell
931
-2
-0.2% -$481 0.2% 96
2019
Q1 		$230K Buy
933
+55
+6% +$14K 0.17% 80
2018
Q4 		$218K Buy
+878
New +$232K 0.16% 82

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

Liberty Wealth Management's UNH Position: Q4 2025 in Review

Liberty Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 585 shares — an estimated $202K sold.

Liberty Wealth Management first reported a position in UNH in Q4 2018 and held it in 27 quarters. The position peaked at $701K in Q3 2022. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Liberty Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 585 UnitedHealth shares in Q4 2025, an estimated $202K.
  • Liberty Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 27 quarters.
  • Liberty Wealth Management's UnitedHealth position peaked at $701K in Q3 2022.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Liberty Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.