Nalls Sherbakoff Group’s UnitedHealth UNH Stock Holding History

Nalls Sherbakoff 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 Q4	$27.1K	Sell	82 -13	-14%	-$4.41K	0.02%	255
2025 Q3	$32.8K	Sell	95 -35	-27%	-$10.6K	0.02%	244
2025 Q2	$40.6K	Sell	130 -4	-3%	-$1.53K	0.03%	223
2025 Q1	$70.2K	Buy	+134	New	+$68.5K	0.06%	159
2023 Q4	$68.4K	Hold	130	–	–	0.06%	144
2023 Q3	$65.5K	Hold	130	–	–	0.06%	138
2023 Q2	$63.3K	Hold	130	–	–	0.06%	145
2023 Q1	$61.1K	Buy	+130	New	+$62.7K	0.06%	147
2018 Q4	$19K	Buy	+75	New	+$19.8K	0.03%	213

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

Nalls Sherbakoff Group's UNH Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its UnitedHealth (UNH) stake by 14% in Q4 2025, selling an estimated $4.41K and leaving 82 shares worth $27.1K. The position accounts for 0.02% of the portfolio, ranked #255.

Nalls Sherbakoff Group first reported a position in UNH in Q4 2018 and has held it in 9 quarters since. The position peaked at $70.2K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Nalls Sherbakoff Group held 82 shares of UnitedHealth worth $27.1K as of Q4 2025.
Nalls Sherbakoff Group sold 13 UnitedHealth shares in Q4 2025, an estimated $4.41K.
UnitedHealth made up 0.02% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #255 holding.
Nalls Sherbakoff Group first reported a position in UnitedHealth in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's UnitedHealth position peaked at $70.2K in Q1 2025.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.