PPWM
UNH icon

PFG Private Wealth Management’s UnitedHealth UNH Stock Holding History

PFG Private 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
-945
Closed -$326K – 142
2025
Q3 		$326K Buy
+945
New +$286K 0.15% 88
2025
Q2 		– Sell
-27
Closed -$14.1K – 236
2025
Q1 		$14.1K Buy
27
+18
+200% +$9.2K 0.01% 125
2024
Q4 		$4.55K Sell
9
-2
-18% -$1.14K ﹤0.01% 157
2024
Q3 		$6.43K Hold
11
– – ﹤0.01% 150
2024
Q2 		$5.6K Sell
11
-80
-88% -$39.2K ﹤0.01% 152
2024
Q1 		$45K Hold
91
– – 0.03% 91
2023
Q4 		$47.9K Hold
91
– – 0.03% 83
2023
Q3 		$45.9K Hold
91
– – 0.03% 94
2023
Q2 		$43.7K Hold
91
– – 0.03% 153
2023
Q1 		$43K Sell
91
-3
-3% -$1.45K 0.03% 153
2022
Q4 		$50K Sell
94
-4
-4% -$2.12K 0.03% 142
2022
Q3 		$49K Buy
98
+7
+8% +$3.68K 0.03% 140
2022
Q2 		$47K Sell
91
-23
-20% -$11.6K 0.03% 154
2022
Q1 		$58K Sell
114
-757
-87% -$365K 0.03% 147
2021
Q4 		$437K Sell
871
-35
-4% -$15.8K 0.23% 37
2021
Q3 		$354K Buy
906
+24
+3% +$9.94K 0.21% 40
2021
Q2 		$353K Buy
882
+124
+16% +$49.4K 0.23% 38
2021
Q1 		$282K Buy
+758
New +$263K 0.19% 40

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PFG Private Wealth Management's UNH Position: Q4 2025 in Review

PFG Private Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 945 shares — an estimated $326K sold.

PFG Private Wealth Management first reported a position in UNH in Q1 2021 and held it in 18 quarters. The position peaked at $437K in Q4 2021. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • PFG Private Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 945 UnitedHealth shares in Q4 2025, an estimated $326K.
  • PFG Private Wealth Management first reported a position in UnitedHealth in Q1 2021 and held it in 18 quarters.
  • PFG Private Wealth Management's UnitedHealth position peaked at $437K in Q4 2021.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.