Moser Wealth Advisors’s UnitedHealth UNH Stock Holding History

Moser Wealth Advisors’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 Q2	$1.53M	Buy	4,915 +25	+0.5%	+$9.55K	0.74%	30
2025 Q1	$2.56M	Sell	4,890 -10	-0.2%	-$5.11K	1.34%	22
2024 Q4	$2.48M	Sell	4,900 -40	-0.8%	-$22.7K	1.29%	19
2024 Q3	$2.89M	Sell	4,940 -120	-2%	-$67.9K	1.5%	17
2024 Q2	$2.58M	Buy	5,060 +130	+3%	+$63.7K	1.4%	18
2024 Q1	$2.44M	Sell	4,930 -10	-0.2%	-$5.08K	1.36%	21
2023 Q4	$2.6M	Hold	4,940	–	–	1.66%	16
2023 Q3	$2.49M	Hold	4,940	–	–	1.75%	14
2023 Q2	$2.37M	Buy	+4,940	New	+$2.42M	1.6%	17
2022 Q4	$2.71M	Hold	5,105	–	–	2.04%	12
2022 Q3	$2.58M	Hold	5,105	–	–	2.02%	13
2022 Q2	$2.62M	Hold	5,105	–	–	1.95%	13
2022 Q1	$2.6M	Hold	5,105	–	–	1.63%	14
2021 Q4	$2.56M	Hold	5,105	–	–	1.55%	17
2021 Q3	$2M	Hold	5,105	–	–	1.28%	20
2021 Q2	$2.04M	Hold	5,105	–	–	1.32%	20
2021 Q1	$1.9M	Buy	5,105 +100	+2%	+$34.6K	1.33%	20
2020 Q4	$1.75M	Sell	5,005 -40	-0.8%	-$13.4K	1.29%	20
2020 Q3	$1.57M	Buy	5,045 +175	+4%	+$53.8K	1.25%	20
2020 Q2	$1.44M	Hold	4,870	–	–	1.37%	20
2020 Q1	$1.21M	Sell	4,870 -65	-1%	-$17.9K	1.41%	18
2019 Q4	$1.45M	Buy	+4,935	New	+$1.29M	1.39%	17

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Moser Wealth Advisors's UNH Position: Q2 2025 in Review

Moser Wealth Advisors increased its UnitedHealth (UNH) stake by 0.51% in Q2 2025, buying an estimated $9.55K and bringing the position to 4,915 shares worth $1.53M. The position accounts for 0.74% of the portfolio, ranked #30.

Moser Wealth Advisors first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.89M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Moser Wealth Advisors held 4,915 shares of UnitedHealth worth $1.53M as of Q2 2025.
Moser Wealth Advisors bought 25 UnitedHealth shares in Q2 2025, an estimated $9.55K.
UnitedHealth made up 0.74% of Moser Wealth Advisors's portfolio in Q2 2025, its #30 holding.
Moser Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's UnitedHealth position peaked at $2.89M in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.