OBWP
UNH icon

O'Brien Wealth Partners’s UnitedHealth UNH Stock Holding History

O'Brien Wealth Partners’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 		$20.1K Sell
61
-1
-2% -$339 ﹤0.01% 99
2025
Q3 		$21.4K Sell
62
-15
-19% -$4.54K ﹤0.01% 87
2025
Q2 		$24K Sell
77
-10
-11% -$3.82K ﹤0.01% 74
2025
Q1 		$45.6K Buy
87
+37
+74% +$18.9K 0.01% 63
2024
Q4 		$25.3K Hold
50
– – ﹤0.01% 62
2024
Q3 		$29.2K Sell
50
-7
-12% -$3.96K 0.01% 60
2024
Q2 		$29K Sell
57
-7
-11% -$3.43K 0.01% 55
2024
Q1 		$31.7K Sell
64
-14
-18% -$7.12K 0.01% 59
2023
Q4 		$41.1K Buy
78
+21
+37% +$11.2K 0.01% 57
2023
Q3 		$28.7K Hold
57
– – 0.01% 51
2023
Q2 		$27.4K Sell
57
-21
-27% -$10.3K 0.01% 53
2023
Q1 		$36.9K Sell
78
-27
-26% -$13K 0.01% 54
2022
Q4 		$55.7K Sell
105
-138
-57% -$73.1K 0.02% 57
2022
Q3 		$123K Buy
243
+7
+3% +$3.68K 0.05% 54
2022
Q2 		$121K Buy
236
+47
+25% +$23.6K 0.05% 59
2022
Q1 		$92K Buy
189
+103
+120% +$49.7K 0.04% 52
2021
Q4 		$42K Buy
86
+64
+291% +$29K 0.01% 52
2021
Q3 		$9K Buy
+22
New +$9.11K ﹤0.01% 46

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

O'Brien Wealth Partners's UNH Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its UnitedHealth (UNH) stake by 1.6% in Q4 2025, selling an estimated $339 and leaving 61 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #99.

O'Brien Wealth Partners first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $123K in Q3 2022. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • O'Brien Wealth Partners held 61 shares of UnitedHealth worth $20.1K as of Q4 2025.
  • O'Brien Wealth Partners sold 1 UnitedHealth share in Q4 2025, an estimated $339.
  • UnitedHealth made up ﹤0.01% of O'Brien Wealth Partners's portfolio in Q4 2025, its #99 holding.
  • O'Brien Wealth Partners first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
  • O'Brien Wealth Partners's UnitedHealth position peaked at $123K in Q3 2022.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.