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MorganRosel Wealth Management’s UnitedHealth UNH Stock Holding History

MorganRosel 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
-2
Closed -$624 – 333
2025
Q2 		$624 Hold
2
– – ﹤0.01% 336
2025
Q1 		$1.05K Buy
+2
New +$1.02K ﹤0.01% 322
2020
Q4 		– Sell
-1,731
Closed -$540K – 80
2020
Q3 		$540K Buy
+1,731
New +$532K 0.43% 50

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

MorganRosel Wealth Management's UNH Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2 shares — an estimated $624 sold.

MorganRosel Wealth Management first reported a position in UNH in Q3 2020 and held it in 3 quarters. The position peaked at $540K in Q3 2020. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2 UnitedHealth shares in Q3 2025, an estimated $624.
  • MorganRosel Wealth Management first reported a position in UnitedHealth in Q3 2020 and held it in 3 quarters.
  • MorganRosel Wealth Management's UnitedHealth position peaked at $540K in Q3 2020.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.