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Lockerman Financial Group’s UnitedHealth UNH Stock Holding History

Lockerman Financial Group’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
-922
Closed -$288K – 133
2025
Q2 		$288K Sell
922
-180
-16% -$68.8K 0.39% 91
2025
Q1 		$577K Sell
1,102
-36
-3% -$18.4K 0.87% 26
2024
Q4 		$576K Buy
1,138
+40
+4% +$22.7K 0.98% 29
2024
Q3 		$642K Buy
1,098
+177
+19% +$100K 1.09% 27
2024
Q2 		$469K Sell
921
-5
-0.5% -$2.45K 0.85% 34
2024
Q1 		$458K Buy
926
+1
+0.1% +$508 0.88% 33
2023
Q4 		$487K Buy
925
+29
+3% +$15.5K 1.13% 24
2023
Q3 		$452K Buy
896
+18
+2% +$8.86K 1.22% 24
2023
Q2 		$422K Sell
878
-56
-6% -$27.4K 1.17% 23
2023
Q1 		$441K Sell
934
-26
-3% -$12.5K 1.22% 22
2022
Q4 		$509K Buy
960
+347
+57% +$184K 1.49% 18
2022
Q3 		$310K Buy
613
+51
+9% +$26.8K 0.89% 31
2022
Q2 		$289K Buy
562
+45
+9% +$22.6K 0.92% 33
2022
Q1 		$263K Sell
517
-39
-7% -$18.8K 0.71% 47
2021
Q4 		$280K Buy
+556
New +$252K 0.73% 40

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

Lockerman Financial Group's UNH Position: Q3 2025 in Review

Lockerman Financial Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 922 shares — an estimated $288K sold.

Lockerman Financial Group first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $642K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Lockerman Financial Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 922 UnitedHealth shares in Q3 2025, an estimated $288K.
  • Lockerman Financial Group first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Lockerman Financial Group's UnitedHealth position peaked at $642K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Lockerman Financial Group's 13F filing for Q3 2025, filed 16 Oct 2025.