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Martin Capital Partners’s UnitedHealth UNH Stock Holding History

Martin Capital Partners’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
-8,455
Closed -$2.64M – 75
2025
Q2 		$2.64M Buy
8,455
+5,648
+201% +$2.16M 1.03% 41
2025
Q1 		$1.47M Sell
2,807
-24
-0.8% -$12.3K 1.76% 30
2024
Q4 		$1.43M Sell
2,831
-3,808
-57% -$2.16M 1.7% 32
2024
Q3 		$3.88M Sell
6,639
-2,294
-26% -$1.3M 1.92% 28
2024
Q2 		$4.55M Sell
8,933
-233
-3% -$114K 1.84% 30
2024
Q1 		$4.54M Sell
9,166
-174
-2% -$88.5K 1.74% 34
2023
Q4 		$4.92M Sell
9,340
-122
-1% -$65.1K 2% 30
2023
Q3 		$4.77M Hold
9,462
– – 2.01% 25
2023
Q2 		$4.55M Sell
9,462
-116
-1% -$56.7K 1.85% 29
2023
Q1 		$4.53M Buy
9,578
+378
+4% +$182K 1.88% 29
2022
Q4 		$4.88M Buy
9,200
+42
+0.5% +$22.2K 2.01% 27
2022
Q3 		$4.63M Buy
9,158
+378
+4% +$199K 2.14% 24
2022
Q2 		$4.51M Buy
8,780
+27
+0.3% +$13.6K 2.14% 23
2022
Q1 		$4.46M Buy
8,753
+343
+4% +$165K 2.04% 27
2021
Q4 		$4.22M Buy
8,410
+29
+0.3% +$13.1K 1.99% 26
2021
Q3 		$3.27M Buy
8,381
+1
+0% +$414 1.65% 32
2021
Q2 		$3.36M Buy
8,380
+53
+0.6% +$21.1K 1.7% 33
2021
Q1 		$3.1M Buy
8,327
+172
+2% +$59.6K 1.64% 32
2020
Q4 		$2.86M Buy
8,155
+47
+0.6% +$15.8K 1.67% 32
2020
Q3 		$2.53M Buy
+8,108
New +$2.49M 1.69% 31

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

Martin Capital Partners's UNH Position: Q3 2025 in Review

Martin Capital Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 8,455 shares — an estimated $2.64M sold.

Martin Capital Partners first reported a position in UNH in Q3 2020 and held it in 20 quarters. The position peaked at $4.92M in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Martin Capital Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Martin Capital Partners sold 8,455 UnitedHealth shares in Q3 2025, an estimated $2.64M.
  • Martin Capital Partners first reported a position in UnitedHealth in Q3 2020 and held it in 20 quarters.
  • Martin Capital Partners's UnitedHealth position peaked at $4.92M in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Martin Capital Partners's 13F filing for Q3 2025, filed 6 Oct 2025.