Masso Torrence Wealth Management’s UnitedHealth UNH Stock Holding History

Masso Torrence Wealth Management’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	$217K	Buy	+627	New	+$190K	0.09%	99

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Masso Torrence Wealth Management's UNH Position: Q3 2025 in Review

Masso Torrence Wealth Management opened a new position in UnitedHealth (UNH) in Q3 2025: 627 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #99 among its holdings.

3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Masso Torrence Wealth Management held 627 shares of UnitedHealth worth $217K as of Q3 2025.
UnitedHealth was a new Masso Torrence Wealth Management position in Q3 2025.
UnitedHealth made up 0.09% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #99 holding.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.