NTV Asset Management’s UnitedHealth UNH Stock Holding History

NTV Asset Management’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	-583	Closed	-$201K	–	325
2025 Q3	$201K	Buy	+583	New	+$176K	0.02%	303
2025 Q2	–	Sell	-636	Closed	-$333K	–	293
2025 Q1	$333K	Buy	636 +193	+44%	+$98.7K	0.04%	226
2024 Q4	$224K	Buy	443 +48	+12%	+$27.3K	0.03%	252
2024 Q3	$231K	Hold	395	–	–	0.03%	249
2024 Q2	$201K	Buy	+395	New	+$194K	0.03%	255
2024 Q1	–	Sell	-486	Closed	-$256K	–	255
2023 Q4	$256K	Sell	486 -5	-1%	-$2.67K	0.04%	218
2023 Q3	$248K	Hold	491	–	–	0.04%	221
2023 Q2	$236K	Hold	491	–	–	0.04%	235
2023 Q1	$232K	Buy	491 +36	+8%	+$17.4K	0.04%	232
2022 Q4	$241K	Buy	455 +32	+8%	+$17K	0.05%	217
2022 Q3	$214K	Hold	423	–	–	0.05%	226
2022 Q2	$217K	Hold	423	–	–	0.04%	235
2022 Q1	$216K	Hold	423	–	–	0.04%	247
2021 Q4	$212K	Buy	+423	New	+$191K	0.04%	254

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

NTV Asset Management's UNH Position: Q4 2025 in Review

NTV Asset Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 583 shares — an estimated $201K sold.

NTV Asset Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $333K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

NTV Asset Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
NTV Asset Management sold 583 UnitedHealth shares in Q4 2025, an estimated $201K.
NTV Asset Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
NTV Asset Management's UnitedHealth position peaked at $333K in Q1 2025.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on NTV Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.