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New Century Financial Group’s UnitedHealth UNH Stock Holding History

New Century Financial 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
Q3 		– Sell
-4,410
Closed -$1.38M – 116
2025
Q2 		$1.38M Buy
4,410
+3,195
+263% +$1.22M 1.61% 17
2025
Q1 		$636K Sell
1,215
-120
-9% -$61.3K 0.74% 45
2024
Q4 		$685K Sell
1,335
-522
-28% -$297K 0.29% 100
2024
Q3 		$1.09M Buy
1,857
+652
+54% +$369K 0.4% 65
2024
Q2 		$614K Buy
1,205
+150
+14% +$73.5K 0.26% 112
2024
Q1 		$522K Sell
1,055
-233
-18% -$118K 0.36% 90
2023
Q4 		$678K Buy
+1,288
New +$687K 0.59% 58

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

New Century Financial Group's UNH Position: Q3 2025 in Review

New Century Financial Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,410 shares — an estimated $1.38M sold.

New Century Financial Group first reported a position in UNH in Q4 2023 and held it in 7 quarters. The position peaked at $1.38M in Q2 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • New Century Financial Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,410 UnitedHealth shares in Q3 2025, an estimated $1.38M.
  • New Century Financial Group first reported a position in UnitedHealth in Q4 2023 and held it in 7 quarters.
  • New Century Financial Group's UnitedHealth position peaked at $1.38M in Q2 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.