Mizuho Securities’s UnitedHealth UNH Stock Holding History

Mizuho Securities’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	-1,413	Closed	-$488K	–	41
2025 Q3	$488K	Buy	+1,413	New	+$427K	3.34%	10
2024 Q3	–	Sell	-340	Closed	-$173K	–	97
2024 Q2	$173K	Buy	+340	New	+$167K	0.4%	34
2023 Q4	–	Sell	-220	Closed	-$111K	–	90
2023 Q3	$111K	Buy	+220	New	+$108K	0.52%	26
2023 Q1	–	Sell	-640	Closed	-$339K	–	94
2022 Q4	$339K	Buy	640 +605	+1,729%	+$320K	0.94%	20
2022 Q3	$18K	Sell	35 -1	-3%	-$526	0.01%	83
2022 Q2	$18K	Sell	36 -1	-3%	-$502	﹤0.01%	85
2022 Q1	$19K	Buy	37 +1	+3%	+$482	﹤0.01%	98
2021 Q4	$18K	Buy	36 +1	+3%	+$453	0.01%	80
2021 Q3	$14K	Sell	35 -1	-3%	-$414	﹤0.01%	91
2021 Q2	$14K	Hold	36	–	–	﹤0.01%	94
2021 Q1	$13K	Sell	36 -8	-18%	-$2.77K	﹤0.01%	78
2020 Q4	$15K	Buy	+44	New	+$14.7K	﹤0.01%	76
2020 Q1	–	Sell	-700	Closed	-$206K	–	124
2019 Q4	$206K	Buy	+700	New	+$183K	0.11%	52
2019 Q3	–	Sell	-300	Closed	-$73K	–	166
2019 Q2	$73K	Buy	+300	New	+$72.2K	0.09%	88
2019 Q1	–	Sell	-400	Closed	-$100K	–	146
2018 Q4	$100K	Buy	+400	New	+$106K	0.01%	36

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

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

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

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

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

Mizuho Securities's UNH Position: Q4 2025 in Review

Mizuho Securities sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,413 shares — an estimated $488K sold.

Mizuho Securities first reported a position in UNH in Q4 2018 and held it in 15 quarters. The position peaked at $488K in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Mizuho Securities reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Mizuho Securities sold 1,413 UnitedHealth shares in Q4 2025, an estimated $488K.
Mizuho Securities first reported a position in UnitedHealth in Q4 2018 and held it in 15 quarters.
Mizuho Securities's UnitedHealth position peaked at $488K in Q3 2025.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Mizuho Securities's 13F filing for Q4 2025, filed 30 Jan 2026.