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Peak Financial Advisors’s UnitedHealth UNH Stock Holding History

Peak Financial 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
2025
Q3 		– Sell
-7,368
Closed -$2.3M – 105
2025
Q2 		$2.3M Buy
+7,368
New +$2.82M 1.18% 33
2024
Q2 		– Sell
-5,762
Closed -$2.85M – 86
2024
Q1 		$2.85M Buy
+5,762
New +$2.93M 1.74% 24

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

Peak Financial Advisors's UNH Position: Q3 2025 in Review

Peak Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 7,368 shares — an estimated $2.3M sold.

Peak Financial Advisors first reported a position in UNH in Q1 2024 and held it in 2 quarters. The position peaked at $2.85M in Q1 2024. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Peak Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Advisors sold 7,368 UnitedHealth shares in Q3 2025, an estimated $2.3M.
  • Peak Financial Advisors first reported a position in UnitedHealth in Q1 2024 and held it in 2 quarters.
  • Peak Financial Advisors's UnitedHealth position peaked at $2.85M in Q1 2024.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.