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Optimum Investment Advisors’s UnitedHealth UNH Stock Holding History

Optimum Investment 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
2022
Q3 		– Sell
-500
Closed -$8K – 886
2022
Q2 		$8K Buy
+500
New +$251K ﹤0.01% 631

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

Optimum Investment Advisors's UNH Position: Q3 2025 in Review

Optimum Investment Advisors reduced its UnitedHealth (UNH) stake by 1% in Q3 2025, selling an estimated $22.1K and leaving 7,185 shares worth $2.48M. The position accounts for 0.98% of the portfolio, ranked #20.

Optimum Investment Advisors first reported a position in UNH in Q3 2013 and has held it in 48 quarters since. The position peaked at $8.64M in Q3 2018. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Optimum Investment Advisors held 7,185 shares of UnitedHealth worth $2.48M as of Q3 2025.
  • Optimum Investment Advisors sold 73 UnitedHealth shares in Q3 2025, an estimated $22.1K.
  • UnitedHealth made up 0.98% of Optimum Investment Advisors's portfolio in Q3 2025, its #20 holding.
  • Optimum Investment Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's UnitedHealth position peaked at $8.64M in Q3 2018.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.