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Lindenwold Advisors’s UnitedHealth UNH Stock Holding History

Lindenwold 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 		$1.81M Sell
5,250
-3,441
-40% -$1.04M 0.86% 38
2025
Q2 		$2.71M Buy
8,691
+240
+3% +$91.7K 1.41% 20
2025
Q1 		$4.43M Buy
8,451
+742
+10% +$379K 2.46% 9
2024
Q4 		$3.9M Sell
7,709
-1,198
-13% -$681K 2.08% 13
2024
Q3 		$5.21M Buy
8,907
+37
+0.4% +$20.9K 2.62% 8
2024
Q2 		$4.52M Sell
8,870
-56
-0.6% -$27.4K 2.41% 8
2024
Q1 		$4.42M Sell
8,926
-195
-2% -$99.1K 2.36% 9
2023
Q4 		$4.8M Sell
9,121
-51
-0.6% -$27.2K 2.73% 7
2023
Q3 		$4.62M Buy
9,172
+18
+0.2% +$8.86K 2.88% 7
2023
Q2 		$4.4M Sell
9,154
-1,372
-13% -$671K 2.7% 7
2023
Q1 		$4.97M Buy
10,526
+435
+4% +$210K 3.08% 4
2022
Q4 		$5.35M Sell
10,091
-22
-0.2% -$11.7K 3.58% 4
2022
Q3 		$5.11M Buy
10,113
+78
+0.8% +$41K 3.78% 4
2022
Q2 		$5.15M Buy
10,035
+116
+1% +$58.3K 3.67% 4
2022
Q1 		$5.06M Buy
9,919
+172
+2% +$83K 3.11% 4
2021
Q4 		$4.89M Buy
+9,747
New +$4.41M 2.86% 4

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindenwold Advisors's UNH Position: Q3 2025 in Review

Lindenwold Advisors reduced its UnitedHealth (UNH) stake by 40% in Q3 2025, selling an estimated $1.04M and leaving 5,250 shares worth $1.81M. The position accounts for 0.86% of the portfolio, ranked #38.

Lindenwold Advisors first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.35M in Q4 2022. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Lindenwold Advisors held 5,250 shares of UnitedHealth worth $1.81M as of Q3 2025.
  • Lindenwold Advisors sold 3,441 UnitedHealth shares in Q3 2025, an estimated $1.04M.
  • UnitedHealth made up 0.86% of Lindenwold Advisors's portfolio in Q3 2025, its #38 holding.
  • Lindenwold Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's UnitedHealth position peaked at $5.35M in Q4 2022.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.