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Main Street Financial Solutions’s UnitedHealth UNH Stock Holding History

Main Street Financial Solutions’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 		$900K Sell
2,725
-662
-20% -$224K 0.07% 243
2025
Q3 		$1.17M Buy
3,387
+841
+33% +$254K 0.08% 231
2025
Q2 		$794K Sell
2,546
-130
-5% -$49.7K 0.06% 263
2025
Q1 		$1.4M Buy
2,676
+1,028
+62% +$526K 0.12% 159
2024
Q4 		$834K Sell
1,648
-507
-24% -$288K 0.08% 193
2024
Q3 		$1.26M Sell
2,155
-2,359
-52% -$1.33M 0.12% 160
2024
Q2 		$2.3M Buy
4,514
+338
+8% +$166K 0.22% 92
2024
Q1 		$2.07M Buy
4,176
+436
+12% +$222K 0.22% 97
2023
Q4 		$1.97M Buy
3,740
+71
+2% +$37.9K 0.25% 86
2023
Q3 		$1.85M Buy
3,669
+540
+17% +$266K 0.26% 80
2023
Q2 		$1.5M Buy
3,129
+180
+6% +$88K 0.2% 109
2023
Q1 		$1.4M Buy
2,949
+135
+5% +$65.1K 0.2% 109
2022
Q4 		$1.49M Sell
2,814
-144
-5% -$76.3K 0.24% 96
2022
Q3 		$1.49M Sell
2,958
-196
-6% -$103K 0.25% 89
2022
Q2 		$1.62M Sell
3,154
-488
-13% -$245K 0.21% 98
2022
Q1 		$1.86M Buy
3,642
+115
+3% +$55.5K 0.27% 86
2021
Q4 		$1.77M Buy
3,527
+1,772
+101% +$802K 0.25% 93
2021
Q3 		$686K Buy
1,755
+189
+12% +$78.3K 0.11% 193
2021
Q2 		$627K Buy
1,566
+23
+1% +$9.17K 0.1% 199
2021
Q1 		$574K Buy
1,543
+64
+4% +$22.2K 0.1% 197
2020
Q4 		$519K Buy
+1,479
New +$496K 0.11% 194

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Main Street Financial Solutions's UNH Position: Q4 2025 in Review

Main Street Financial Solutions reduced its UnitedHealth (UNH) stake by 20% in Q4 2025, selling an estimated $224K and leaving 2,725 shares worth $900K. The position accounts for 0.07% of the portfolio, ranked #243.

Main Street Financial Solutions first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.3M in Q2 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Main Street Financial Solutions held 2,725 shares of UnitedHealth worth $900K as of Q4 2025.
  • Main Street Financial Solutions sold 662 UnitedHealth shares in Q4 2025, an estimated $224K.
  • UnitedHealth made up 0.07% of Main Street Financial Solutions's portfolio in Q4 2025, its #243 holding.
  • Main Street Financial Solutions first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's UnitedHealth position peaked at $2.3M in Q2 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.