NJ State Employees Deferred Compensation Plan’s UnitedHealth UNH Stock Holding History

NJ State Employees Deferred Compensation Plan’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	-9,500	Closed	-$3.28M	–	392
2025 Q3	$3.28M	Hold	9,500	–	–	0.36%	56
2025 Q2	$2.96M	Buy	9,500 +9,000	+1,800%	+$3.44M	0.35%	63
2025 Q1	$262K	Hold	500	–	–	0.03%	371
2024 Q4	$253K	Hold	500	–	–	0.03%	396
2024 Q3	$292K	Hold	500	–	–	0.03%	374
2024 Q2	$255K	Hold	500	–	–	0.03%	387
2024 Q1	$247K	Hold	500	–	–	0.03%	404
2023 Q4	$263K	Hold	500	–	–	0.04%	396
2023 Q3	$252K	Hold	500	–	–	0.04%	381
2023 Q2	$240K	Hold	500	–	–	0.03%	413
2023 Q1	$236K	Hold	500	–	–	0.04%	415
2022 Q4	$265K	Hold	500	–	–	0.04%	382
2022 Q3	$253K	Hold	500	–	–	0.04%	386
2022 Q2	$257K	Hold	500	–	–	0.04%	387
2022 Q1	$255K	Hold	500	–	–	0.03%	424
2021 Q4	$251K	Buy	+500	New	+$226K	0.03%	437
2021 Q3	–	Sell	-500	Closed	-$200K	–	508
2021 Q2	$200K	Buy	+500	New	+$199K	0.03%	486

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

NJ State Employees Deferred Compensation Plan's UNH Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 9,500 shares — an estimated $3.28M sold.

NJ State Employees Deferred Compensation Plan first reported a position in UNH in Q2 2021 and held it in 17 quarters. The position peaked at $3.28M in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 9,500 UnitedHealth shares in Q4 2025, an estimated $3.28M.
NJ State Employees Deferred Compensation Plan first reported a position in UnitedHealth in Q2 2021 and held it in 17 quarters.
NJ State Employees Deferred Compensation Plan's UnitedHealth position peaked at $3.28M in Q3 2025.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.