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McGowan Group Asset Management’s UnitedHealth UNH Stock Holding History

McGowan Group Asset 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 		– Sell
-650
Closed -$203K – 131
2025
Q2 		$203K Sell
650
-114
-15% -$43.6K 0.03% 124
2025
Q1 		$400K Buy
764
+1
+0.1% +$511 0.05% 88
2024
Q4 		$386K Sell
763
-147
-16% -$83.5K 0.05% 93
2024
Q3 		$532K Buy
910
+10
+1% +$5.66K 0.07% 73
2024
Q2 		$458K Buy
900
+58
+7% +$28.4K 0.06% 78
2024
Q1 		$416K Sell
842
-21
-2% -$10.7K 0.06% 88
2023
Q4 		$455K Sell
863
-2
-0.2% -$1.07K 0.07% 79
2023
Q3 		$436K Buy
865
+139
+19% +$68.4K 0.07% 82
2023
Q2 		$349K Buy
726
+38
+6% +$18.6K 0.05% 103
2023
Q1 		$325K Sell
688
-41
-6% -$19.8K 0.05% 102
2022
Q4 		$387K Hold
729
– – 0.06% 90
2022
Q3 		$368K Buy
729
+13
+2% +$6.84K 0.06% 80
2022
Q2 		$368K Sell
716
-28
-4% -$14.1K 0.06% 82
2022
Q1 		$379K Buy
744
+61
+9% +$29.4K 0.06% 82
2021
Q4 		$343K Buy
683
+77
+13% +$34.9K 0.06% 91
2021
Q3 		$237K Buy
606
+24
+4% +$9.94K 0.04% 101
2021
Q2 		$233K Buy
582
+23
+4% +$9.17K 0.04% 101
2021
Q1 		$208K Buy
+559
New +$194K 0.03% 104

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

McGowan Group Asset Management's UNH Position: Q3 2025 in Review

McGowan Group Asset Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 650 shares — an estimated $203K sold.

McGowan Group Asset Management first reported a position in UNH in Q1 2021 and held it in 18 quarters. The position peaked at $532K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • McGowan Group Asset Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • McGowan Group Asset Management sold 650 UnitedHealth shares in Q3 2025, an estimated $203K.
  • McGowan Group Asset Management first reported a position in UnitedHealth in Q1 2021 and held it in 18 quarters.
  • McGowan Group Asset Management's UnitedHealth position peaked at $532K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on McGowan Group Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.