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May Barnhard Investments’s UnitedHealth UNH Stock Holding History

May Barnhard Investments’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
-674
Closed -$210K – 91
2025
Q2 		$210K Sell
674
-360
-35% -$138K 0.1% 90
2025
Q1 		$542K Buy
1,034
+165
+19% +$84.3K 0.27% 57
2024
Q4 		$440K Sell
869
-333
-28% -$189K 0.21% 63
2024
Q3 		$703K Buy
1,202
+3
+0.3% +$1.7K 0.34% 49
2024
Q2 		$611K Buy
1,199
+2
+0.2% +$980 0.32% 52
2024
Q1 		$592K Buy
1,197
+117
+11% +$59.5K 0.3% 54
2023
Q4 		$569K Buy
+1,080
New +$576K 0.29% 50

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

May Barnhard Investments's UNH Position: Q3 2025 in Review

May Barnhard Investments sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 674 shares — an estimated $210K sold.

May Barnhard Investments first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $703K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • May Barnhard Investments reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • May Barnhard Investments sold 674 UnitedHealth shares in Q3 2025, an estimated $210K.
  • May Barnhard Investments first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • May Barnhard Investments's UnitedHealth position peaked at $703K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on May Barnhard Investments's 13F filing for Q3 2025, filed 6 Nov 2025.