One Plus One Wealth Management’s UnitedHealth UNH Stock Holding History

One Plus One Wealth 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 Q3	–	Sell	-1,104	Closed	-$344K	–	103
2025 Q2	$344K	Sell	1,104 -330	-23%	-$126K	0.19%	73
2025 Q1	$751K	Buy	1,434 +139	+11%	+$71.1K	0.41%	50
2024 Q4	$655K	Hold	1,295	–	–	0.38%	53
2024 Q3	$757K	Buy	1,295 +35	+3%	+$19.8K	0.45%	47
2024 Q2	$642K	Buy	1,260 +624	+98%	+$306K	0.37%	54
2024 Q1	$315K	Hold	636	–	–	0.18%	79
2023 Q4	$335K	Hold	636	–	–	0.2%	69
2023 Q3	$321K	Hold	636	–	–	0.21%	65
2023 Q2	$306K	Sell	636 -155	-20%	-$75.8K	0.2%	69
2023 Q1	$374K	Sell	791 -107	-12%	-$51.6K	0.27%	58
2022 Q4	$476K	Hold	898	–	–	0.33%	55
2022 Q3	$454K	Sell	898 -28	-3%	-$14.7K	0.37%	51
2022 Q2	$476K	Buy	926 +2	+0.2%	+$1K	0.36%	52
2022 Q1	$471K	Buy	924 +104	+13%	+$50.2K	0.31%	49
2021 Q4	$412K	Sell	820 -10	-1%	-$4.53K	0.28%	54
2021 Q3	$324K	Hold	830	–	–	0.23%	56
2021 Q2	$332K	Sell	830 -67	-7%	-$26.7K	0.23%	53
2021 Q1	$334K	Buy	+897	New	+$311K	0.26%	54

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Plus One Wealth Management's UNH Position: Q3 2025 in Review

One Plus One Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,104 shares — an estimated $344K sold.

One Plus One Wealth Management first reported a position in UNH in Q1 2021 and held it in 18 quarters. The position peaked at $757K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

One Plus One Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
One Plus One Wealth Management sold 1,104 UnitedHealth shares in Q3 2025, an estimated $344K.
One Plus One Wealth Management first reported a position in UnitedHealth in Q1 2021 and held it in 18 quarters.
One Plus One Wealth Management's UnitedHealth position peaked at $757K in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on One Plus One Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.