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PBMares Wealth Management’s UnitedHealth UNH Stock Holding History

PBMares 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 		$302K Buy
874
+74
+9% +$22.4K 0.05% 151
2025
Q2 		$250K Sell
800
-1
-0.1% -$382 0.05% 163
2025
Q1 		$420K Sell
801
-1,074
-57% -$549K 0.08% 119
2024
Q4 		$949K Sell
1,875
-5
-0.3% -$2.84K 0.19% 73
2024
Q3 		$1.1M Sell
1,880
-8
-0.4% -$4.53K 0.23% 63
2024
Q2 		$961K Buy
1,888
+77
+4% +$37.7K 0.24% 68
2024
Q1 		$896K Sell
1,811
-340
-16% -$173K 0.23% 67
2023
Q4 		$1.13M Buy
2,151
+84
+4% +$44.8K 0.34% 49
2023
Q3 		$1.04M Sell
2,067
-100
-5% -$49.2K 0.38% 50
2023
Q2 		$1.04M Hold
2,167
– – 0.37% 49
2023
Q1 		$1.02M Hold
2,167
– – 0.38% 49
2022
Q4 		$1.15M Sell
2,167
-471
-18% -$249K 0.46% 41
2022
Q3 		$1.33M Buy
2,638
+278
+12% +$146K 0.58% 33
2022
Q2 		$1.21M Sell
2,360
-30
-1% -$15.1K 0.52% 36
2022
Q1 		$1.22M Hold
2,390
– – 0.75% 31
2021
Q4 		$1.2M Hold
2,390
– – 0.51% 40
2021
Q3 		$934K Sell
2,390
-30
-1% -$12.4K 0.45% 51
2021
Q2 		$969K Hold
2,420
– – 0.53% 45
2021
Q1 		$900K Buy
2,420
+398
+20% +$138K 0.73% 44
2020
Q4 		$709K Buy
2,022
+216
+12% +$72.4K 0.82% 44
2020
Q3 		$563K Buy
1,806
+1
+0.1% +$307 0.83% 47
2020
Q2 		$533K Hold
1,805
– – 0.8% 47
2020
Q1 		$450K Sell
1,805
-50
-3% -$13.8K 0.71% 48
2019
Q4 		$545K Buy
+1,855
New +$485K 0.65% 49

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

PBMares Wealth Management's UNH Position: Q3 2025 in Review

PBMares Wealth Management increased its UnitedHealth (UNH) stake by 9.3% in Q3 2025, buying an estimated $22.4K and bringing the position to 874 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #151.

PBMares Wealth Management first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.33M in Q3 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • PBMares Wealth Management held 874 shares of UnitedHealth worth $302K as of Q3 2025.
  • PBMares Wealth Management bought 74 UnitedHealth shares in Q3 2025, an estimated $22.4K.
  • UnitedHealth made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #151 holding.
  • PBMares Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's UnitedHealth position peaked at $1.33M in Q3 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.