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Marshall & Sullivan’s UnitedHealth UNH Stock Holding History

Marshall & Sullivan’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 		$4.22M Buy
12,229
+298
+2% +$90.1K 1.96% 25
2025
Q2 		$3.72M Buy
11,931
+16
+0.1% +$6.12K 1.79% 25
2025
Q1 		$6.24M Sell
11,915
-77
-0.6% -$39.4K 3.17% 13
2024
Q4 		$6.07M Buy
11,992
+10
+0.1% +$5.68K 2.96% 14
2024
Q3 		$7.01M Sell
11,982
-218
-2% -$123K 3.36% 11
2024
Q2 		$6.21M Sell
12,200
-176
-1% -$86.3K 3.1% 13
2024
Q1 		$6.12M Sell
12,376
-84
-0.7% -$42.7K 3.03% 12
2023
Q4 		$6.56M Sell
12,460
-419
-3% -$223K 3.47% 6
2023
Q3 		$6.49M Sell
12,879
-148
-1% -$72.8K 3.78% 5
2023
Q2 		$6.26M Sell
13,027
-26
-0.2% -$12.7K 3.5% 8
2023
Q1 		$6.17M Sell
13,053
-464
-3% -$224K 3.74% 6
2022
Q4 		$7.17M Sell
13,517
-1,178
-8% -$624K 4.49% 3
2022
Q3 		$7.42M Sell
14,695
-186
-1% -$97.8K 5.13% 3
2022
Q2 		$7.64M Sell
14,881
-144
-1% -$72.3K 4.65% 3
2022
Q1 		$7.66M Sell
15,025
-885
-6% -$427K 4.27% 3
2021
Q4 		$7.99M Sell
15,910
-41
-0.3% -$18.6K 3.85% 7
2021
Q3 		$6.23M Buy
15,951
+253
+2% +$105K 3.25% 11
2021
Q2 		$6.29M Buy
15,698
+47
+0.3% +$18.7K 3.49% 10
2021
Q1 		$5.82M Buy
15,651
+10,245
+190% +$3.55M 3.51% 10
2020
Q4 		$15.4K Sell
5,406
-9,961
-65% -$3.34M 1.53% 21
2020
Q3 		$4.79M Buy
15,367
+88
+0.6% +$27K 3.23% 13
2020
Q2 		$4.51M Sell
15,279
-78
-0.5% -$22.4K 3.3% 13
2020
Q1 		$3.83M Sell
15,357
-1,128
-7% -$310K 3.4% 13
2019
Q4 		$4.85M Buy
16,485
+47
+0.3% +$12.3K 3.32% 12
2019
Q3 		$3.57M Buy
16,438
+60
+0.4% +$14.5K 2.62% 20
2019
Q2 		$4M Buy
16,378
+5
+0% +$1.2K 2.82% 15
2019
Q1 		$4.05M Buy
16,373
+453
+3% +$116K 2.98% 14
2018
Q4 		$3.97M Sell
15,920
-215
-1% -$56.8K 3.45% 10
2018
Q3 		$4.29M Buy
16,135
+182
+1% +$47.3K 3.12% 11
2018
Q2 		$3.91M Buy
15,953
+299
+2% +$71.8K 3.62% 10
2018
Q1 		$3.35M Buy
+15,654
New +$3.58M 2.72% 15

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

Marshall & Sullivan's UNH Position: Q3 2025 in Review

Marshall & Sullivan increased its UnitedHealth (UNH) stake by 2.5% in Q3 2025, buying an estimated $90.1K and bringing the position to 12,229 shares worth $4.22M. The position accounts for 1.96% of the portfolio, ranked #25.

Marshall & Sullivan first reported a position in UNH in Q1 2018 and has held it in 31 quarters since. The position peaked at $7.99M in Q4 2021. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Marshall & Sullivan held 12,229 shares of UnitedHealth worth $4.22M as of Q3 2025.
  • Marshall & Sullivan bought 298 UnitedHealth shares in Q3 2025, an estimated $90.1K.
  • UnitedHealth made up 1.96% of Marshall & Sullivan's portfolio in Q3 2025, its #25 holding.
  • Marshall & Sullivan first reported a position in UnitedHealth in Q1 2018 and has held it in 31 quarters since.
  • Marshall & Sullivan's UnitedHealth position peaked at $7.99M in Q4 2021.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.