Montz Harcus Wealth Management’s UnitedHealth UNH Stock Holding History

Montz Harcus Wealth 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	-679	Closed	-$212K	–	89
2025 Q2	$212K	Buy	679 +74	+12%	+$28.3K	0.1%	82
2025 Q1	$317K	Buy	+605	New	+$309K	0.17%	52
2024 Q1	–	Sell	-436	Closed	-$229K	–	72
2023 Q4	$229K	Sell	436 -13	-3%	-$6.93K	0.18%	48
2023 Q3	$226K	Buy	449 +12	+3%	+$5.91K	0.19%	46
2023 Q2	$210K	Buy	+437	New	+$214K	0.17%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Montz Harcus Wealth Management's UNH Position: Q3 2025 in Review

Montz Harcus Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 679 shares — an estimated $212K sold.

Montz Harcus Wealth Management first reported a position in UNH in Q2 2023 and held it in 5 quarters. The position peaked at $317K in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Montz Harcus Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Montz Harcus Wealth Management sold 679 UnitedHealth shares in Q3 2025, an estimated $212K.
Montz Harcus Wealth Management first reported a position in UnitedHealth in Q2 2023 and held it in 5 quarters.
Montz Harcus Wealth Management's UnitedHealth position peaked at $317K in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.