Litman Gregory Wealth Management’s UnitedHealth UNH Stock Holding History

Litman Gregory 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	$4.07M	Sell	12,316 -4,027	-25%	-$1.36M	0.3%	50
2025 Q3	$5.64M	Sell	16,343 -7,317	-31%	-$2.21M	0.42%	46
2025 Q2	$7.38M	Sell	23,660 -3,904	-14%	-$1.49M	0.58%	38
2025 Q1	$14.4M	Buy	27,564 +1,534	+6%	+$784K	1.24%	22
2024 Q4	$13.2M	Sell	26,030 -61	-0.2%	-$34.7K	1.14%	23
2024 Q3	$15.3M	Sell	26,091 -389	-1%	-$220K	1.28%	22
2024 Q2	$13.5M	Buy	26,480 +2,116	+9%	+$1.04M	1.2%	24
2024 Q1	$12.1M	Buy	24,364 +1,418	+6%	+$721K	1.09%	24
2023 Q4	$12.1M	Sell	22,946 -220	-0.9%	-$117K	1.15%	21
2023 Q3	$11.7M	Buy	+23,166	New	+$11.4M	1.21%	20
2023 Q2	–	Sell	-869	Closed	-$411K	–	109
2023 Q1	$411K	Buy	+869	New	+$419K	0.15%	25
2018 Q2	–	Sell	-400	Closed	-$86K	–	163
2018 Q1	$86K	Buy	+400	New	+$91.4K	0.04%	57

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Litman Gregory Wealth Management's UNH Position: Q4 2025 in Review

Litman Gregory Wealth Management reduced its UnitedHealth (UNH) stake by 25% in Q4 2025, selling an estimated $1.36M and leaving 12,316 shares worth $4.07M. The position accounts for 0.3% of the portfolio, ranked #50.

Litman Gregory Wealth Management first reported a position in UNH in Q1 2018 and has held it in 12 quarters since. The position peaked at $15.3M in Q3 2024. 3,307 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Litman Gregory Wealth Management held 12,316 shares of UnitedHealth worth $4.07M as of Q4 2025.
Litman Gregory Wealth Management sold 4,027 UnitedHealth shares in Q4 2025, an estimated $1.36M.
UnitedHealth made up 0.3% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #50 holding.
Litman Gregory Wealth Management first reported a position in UnitedHealth in Q1 2018 and has held it in 12 quarters since.
Litman Gregory Wealth Management's UnitedHealth position peaked at $15.3M in Q3 2024.
3,307 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.