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Mid-American Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-42
Closed -$13.1K – 306
2025
Q2 		$13.1K Buy
+42
New +$16.1K 0.01% 144

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

Mid-American Wealth Advisory Group's UNH Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 42 shares — an estimated $13.1K sold.

Mid-American Wealth Advisory Group first reported a position in UNH in Q2 2025 and held it in 1 quarter. The position peaked at $13.1K in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 42 UnitedHealth shares in Q3 2025, an estimated $13.1K.
  • Mid-American Wealth Advisory Group first reported a position in UnitedHealth in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's UnitedHealth position peaked at $13.1K in Q2 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.