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Littlejohn Financial Services’s UnitedHealth UNH Stock Holding History

Littlejohn Financial Services’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
-697
Closed -$217K – 76
2025
Q2 		$217K Sell
697
-3,443
-83% -$1.32M 0.17% 61
2025
Q1 		$2.17M Buy
4,140
+162
+4% +$82.8K 1.71% 21
2024
Q4 		$2.01M Buy
+3,978
New +$2.26M 1.8% 21

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

Littlejohn Financial Services's UNH Position: Q3 2025 in Review

Littlejohn Financial Services sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 697 shares — an estimated $217K sold.

Littlejohn Financial Services first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $2.17M in Q1 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Littlejohn Financial Services reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Littlejohn Financial Services sold 697 UnitedHealth shares in Q3 2025, an estimated $217K.
  • Littlejohn Financial Services first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Littlejohn Financial Services's UnitedHealth position peaked at $2.17M in Q1 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Littlejohn Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.