Palumbo Wealth Management’s UnitedHealth UNH Stock Holding History

Palumbo 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 Q4	–	Sell	-4,303	Closed	-$1.39M	–	236
2025 Q3	$1.39M	Buy	+4,303	New	+$1.3M	0.44%	46
2025 Q2	–	Sell	-7,089	Closed	-$3.71M	–	209
2025 Q1	$3.71M	Buy	7,089 +1,584	+29%	+$810K	1.24%	20
2024 Q4	$2.78M	Buy	5,505 +628	+13%	+$357K	1.04%	23
2024 Q3	$2.85M	Buy	4,877 +107	+2%	+$60.5K	1.11%	25
2024 Q2	$2.43M	Buy	4,770 +792	+20%	+$388K	1.03%	25
2024 Q1	$1.97M	Buy	3,978 +806	+25%	+$410K	0.88%	32
2023 Q4	$1.67M	Sell	3,172 -167	-5%	-$89.1K	0.85%	29
2023 Q3	$1.68M	Buy	3,339 +1,382	+71%	+$680K	0.93%	24
2023 Q2	$941K	Buy	+1,957	New	+$957K	0.58%	36

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Palumbo Wealth Management's UNH Position: Q4 2025 in Review

Palumbo Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 4,303 shares — an estimated $1.39M sold.

Palumbo Wealth Management first reported a position in UNH in Q2 2023 and held it in 9 quarters. The position peaked at $3.71M in Q1 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Palumbo Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Palumbo Wealth Management sold 4,303 UnitedHealth shares in Q4 2025, an estimated $1.39M.
Palumbo Wealth Management first reported a position in UnitedHealth in Q2 2023 and held it in 9 quarters.
Palumbo Wealth Management's UnitedHealth position peaked at $3.71M in Q1 2025.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.