MFG
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Menard Financial Group’s UnitedHealth UNH Stock Holding History

Menard Financial Group’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
Q4 		– Sell
-1,419
Closed -$490K – 88
2025
Q3 		$490K Buy
1,419
+124
+10% +$37.5K 0.33% 57
2025
Q2 		$404K Sell
1,295
-3,514
-73% -$1.34M 0.24% 67
2025
Q1 		$1.9M Buy
4,809
+953
+25% +$487K 1.25% 17
2024
Q4 		$1.95M Buy
3,856
+4
+0.1% +$2.27K 1.17% 15
2024
Q3 		$2.25M Buy
3,852
+9
+0.2% +$5.09K 1.48% 11
2024
Q2 		$1.96M Buy
3,843
+61
+2% +$29.9K 1.4% 13
2024
Q1 		$1.87M Sell
3,782
-456
-11% -$232K 1.57% 12
2023
Q4 		$2.23M Sell
4,238
-6
-0.1% -$3.2K 2.77% 7
2023
Q3 		$2.14M Buy
4,244
+391
+10% +$192K 3.09% 7
2023
Q2 		$1.85M Sell
3,853
-280
-7% -$137K 3.81% 7
2023
Q1 		$1.95M Sell
4,133
-457
-10% -$221K 4.52% 4
2022
Q4 		$2.43M Sell
4,590
-795
-15% -$421K 5.8% 2
2022
Q3 		$2.72M Sell
5,385
-87
-2% -$45.7K 4.92% 2
2022
Q2 		$2.81M Sell
5,472
-324
-6% -$163K 4.6% 3
2022
Q1 		$2.96M Sell
5,796
-28
-0.5% -$13.5K 2.91% 6
2021
Q4 		$2.92M Buy
5,824
+52
+0.9% +$23.5K 2.4% 8
2021
Q3 		$2.25M Buy
5,772
+412
+8% +$171K 1.98% 7
2021
Q2 		$2.15M Sell
5,360
-9
-0.2% -$3.59K 2.03% 8
2021
Q1 		$2M Sell
5,369
-58
-1% -$20.1K 2.15% 10
2020
Q4 		$1.9M Buy
5,427
+1,238
+30% +$415K 2.05% 11
2020
Q3 		$1.31M Buy
4,189
+993
+31% +$305K 1.51% 17
2020
Q2 		$943K Buy
+3,196
New +$916K 1.18% 16
2020
Q1 		– Sell
-3,297
Closed -$969K – 113
2019
Q4 		$969K Buy
+3,297
New +$863K 0.93% 33

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Menard Financial Group's UNH Position: Q4 2025 in Review

Menard Financial Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,419 shares — an estimated $490K sold.

Menard Financial Group first reported a position in UNH in Q4 2019 and held it in 23 quarters. The position peaked at $2.96M in Q1 2022. 3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Menard Financial Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Menard Financial Group sold 1,419 UnitedHealth shares in Q4 2025, an estimated $490K.
  • Menard Financial Group first reported a position in UnitedHealth in Q4 2019 and held it in 23 quarters.
  • Menard Financial Group's UnitedHealth position peaked at $2.96M in Q1 2022.
  • 3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Menard Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.