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Principia Wealth Advisory’s UnitedHealth UNH Stock Holding History

Principia Wealth Advisory’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 		$16.8K Buy
51
+5
+11% +$1.69K 0.01% 162
2025
Q3 		$15.9K Buy
46
+3
+7% +$907 0.01% 170
2025
Q2 		$13.4K Buy
43
+12
+39% +$4.59K 0.01% 149
2025
Q1 		$17.9K Buy
31
+8
+35% +$4.09K 0.02% 114
2024
Q4 		$11.6K Buy
+23
New +$13.1K 0.01% 121

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

Principia Wealth Advisory's UNH Position: Q4 2025 in Review

Principia Wealth Advisory increased its UnitedHealth (UNH) stake by 11% in Q4 2025, buying an estimated $1.69K and bringing the position to 51 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #162.

Principia Wealth Advisory first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $17.9K in Q1 2025. 3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Principia Wealth Advisory held 51 shares of UnitedHealth worth $16.8K as of Q4 2025.
  • Principia Wealth Advisory bought 5 UnitedHealth shares in Q4 2025, an estimated $1.69K.
  • UnitedHealth made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #162 holding.
  • Principia Wealth Advisory first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's UnitedHealth position peaked at $17.9K in Q1 2025.
  • 3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.