NWA
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New World Advisors’s UnitedHealth UNH Stock Holding History

New World 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
Q4 		– Sell
-667
Closed -$230K – 86
2025
Q3 		$230K Sell
667
-283
-30% -$85.6K 0.04% 66
2025
Q2 		$296K Buy
950
+435
+84% +$166K 0.06% 51
2025
Q1 		$270K Buy
515
+74
+17% +$37.8K 0.06% 64
2024
Q4 		$223K Sell
441
-242
-35% -$138K 0.05% 66
2024
Q3 		$399K Sell
683
-36
-5% -$20.4K 0.1% 38
2024
Q2 		$366K Hold
719
– – 0.1% 39
2024
Q1 		$356K Sell
719
-28
-4% -$14.2K 0.1% 48
2023
Q4 		$393K Buy
747
+15
+2% +$8K 0.12% 42
2023
Q3 		$369K Buy
732
+7
+1% +$3.44K 0.13% 34
2023
Q2 		$348K Sell
725
-332
-31% -$162K 0.12% 42
2023
Q1 		$500K Buy
1,057
+267
+34% +$129K 0.19% 19
2022
Q4 		$419K Buy
790
+63
+9% +$33.4K 0.14% 31
2022
Q3 		$367K Buy
727
+85
+13% +$44.7K 0.17% 22
2022
Q2 		$322K Sell
642
-103
-14% -$51.7K 0.17% 36
2022
Q1 		$401K Buy
745
+34
+5% +$16.4K 0.21% 27
2021
Q4 		$357K Hold
711
– – 0.16% 50
2021
Q3 		$319K Buy
+711
New +$294K 0.15% 51

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

New World Advisors's UNH Position: Q4 2025 in Review

New World Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 667 shares — an estimated $230K sold.

New World Advisors first reported a position in UNH in Q3 2021 and held it in 17 quarters. The position peaked at $500K in Q1 2023. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • New World Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • New World Advisors sold 667 UnitedHealth shares in Q4 2025, an estimated $230K.
  • New World Advisors first reported a position in UnitedHealth in Q3 2021 and held it in 17 quarters.
  • New World Advisors's UnitedHealth position peaked at $500K in Q1 2023.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

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