New Millennium Group’s UnitedHealth UNH Stock Holding History

New Millennium 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	$35.5K	Sell	107 -15	-12%	-$5.08K	0.02%	138
2025 Q3	$42.3K	Sell	122 -15	-11%	-$4.54K	0.02%	134
2025 Q2	$42.9K	Sell	137 -3	-2%	-$1.15K	0.02%	107
2025 Q1	$73.5K	Sell	140 -10	-7%	-$5.11K	0.05%	75
2024 Q4	$75.8K	Buy	150 +15	+11%	+$8.52K	0.04%	75
2024 Q3	$78.8K	Hold	135	–	–	0.05%	75
2024 Q2	$68.6K	Buy	+135	New	+$66.2K	0.04%	81
2024 Q1	–	Sell	-192	Closed	-$101K	–	375
2023 Q4	$101K	Sell	192 -7	-4%	-$3.73K	0.09%	76
2023 Q3	$100K	Sell	199 -11	-5%	-$5.41K	0.09%	55
2023 Q2	$101K	Sell	210 -1	-0.5%	-$489	0.09%	59
2023 Q1	$99.6K	Sell	211 -44	-17%	-$21.2K	0.1%	72
2022 Q4	$135K	Sell	255 -36	-12%	-$19.1K	0.14%	64
2022 Q3	$146K	Buy	291 +11	+4%	+$5.78K	0.16%	56
2022 Q2	$143K	Buy	+280	New	+$141K	0.15%	58
2022 Q1	–	Sell	-431	Closed	-$216K	–	61
2021 Q4	$216K	Buy	+431	New	+$195K	0.16%	49

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

New Millennium Group's UNH Position: Q4 2025 in Review

New Millennium Group reduced its UnitedHealth (UNH) stake by 12% in Q4 2025, selling an estimated $5.08K and leaving 107 shares worth $35.5K. The position accounts for 0.02% of the portfolio, ranked #138.

New Millennium Group first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $216K in Q4 2021. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

New Millennium Group held 107 shares of UnitedHealth worth $35.5K as of Q4 2025.
New Millennium Group sold 15 UnitedHealth shares in Q4 2025, an estimated $5.08K.
UnitedHealth made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #138 holding.
New Millennium Group first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
New Millennium Group's UnitedHealth position peaked at $216K in Q4 2021.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.