LWM Advisory Services’s UnitedHealth UNH Stock Holding History

LWM Advisory 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 Q4	–	Sell	-591	Closed	-$208K	–	101
2025 Q3	$208K	Sell	591 -160	-21%	-$48.4K	0.12%	93
2025 Q2	$234K	Buy	751 +54	+8%	+$20.6K	0.16%	86
2025 Q1	$365K	Sell	697 -55	-7%	-$28.1K	0.25%	73
2024 Q4	$380K	Sell	752 -12	-2%	-$6.82K	0.26%	69
2024 Q3	$447K	Buy	+764	New	+$432K	0.33%	58
2024 Q2	–	Sell	-751	Closed	-$372K	–	93
2024 Q1	$372K	Sell	751 -30	-4%	-$15.3K	0.3%	62
2023 Q4	$411K	Buy	781 +74	+10%	+$39.5K	0.36%	53
2023 Q3	$363K	Buy	707 +10	+1%	+$4.92K	0.39%	51
2023 Q2	$324K	Sell	697 -47	-6%	-$23K	0.34%	55
2023 Q1	$364K	Buy	744 +30	+4%	+$14.5K	0.39%	53
2022 Q4	$353K	Sell	714 -908	-56%	-$481K	0.39%	52
2022 Q3	$824K	Buy	1,622 +151	+10%	+$79.4K	0.93%	24
2022 Q2	$751K	Sell	1,471 -77	-5%	-$38.7K	0.9%	23
2022 Q1	$794K	Sell	1,548 -123	-7%	-$59.3K	0.99%	23
2021 Q4	$839K	Buy	+1,671	New	+$756K	1.04%	21

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

LWM Advisory Services's UNH Position: Q4 2025 in Review

LWM Advisory Services sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 591 shares — an estimated $208K sold.

LWM Advisory Services first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $839K in Q4 2021. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

LWM Advisory Services reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 591 UnitedHealth shares in Q4 2025, an estimated $208K.
LWM Advisory Services first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
LWM Advisory Services's UnitedHealth position peaked at $839K in Q4 2021.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.