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Professional Financial Advisors’s UnitedHealth UNH Stock Holding History

Professional 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
Q4 		– Sell
-4,327
Closed -$1.49M – 136
2025
Q3 		$1.49M Buy
+4,327
New +$1.31M 0.31% 52
2024
Q2 		– Sell
-2,150
Closed -$1.06M – 105
2024
Q1 		$1.06M Buy
2,150
+96
+5% +$48.8K 0.3% 53
2023
Q4 		$1.08M Buy
2,054
+132
+7% +$70.4K 0.36% 47
2023
Q3 		$969K Buy
1,922
+17
+0.9% +$8.37K 0.44% 46
2023
Q2 		$916K Sell
1,905
-333
-15% -$163K 0.47% 40
2023
Q1 		$1.14M Buy
2,238
+299
+15% +$144K 0.67% 29
2022
Q4 		$1.03M Buy
1,939
+11
+0.6% +$5.83K 0.7% 26
2022
Q3 		$974K Sell
1,928
-14
-0.7% -$7.36K 0.6% 30
2022
Q2 		$997K Sell
1,942
-296
-13% -$149K 0.56% 36
2022
Q1 		$1.14M Sell
2,238
-290
-11% -$140K 0.49% 38
2021
Q4 		$1.27M Sell
2,528
-4
-0.2% -$1.81K 0.55% 36
2021
Q3 		$989K Buy
2,532
+59
+2% +$24.4K 0.57% 35
2021
Q2 		$985K Sell
2,473
-4
-0.2% -$1.59K 0.54% 36
2021
Q1 		$922K Buy
2,477
+291
+13% +$101K 0.57% 37
2020
Q4 		$767K Buy
2,186
+60
+3% +$20.1K 0.6% 41
2020
Q3 		$649K Buy
2,126
+94
+5% +$28.9K 0.61% 40
2020
Q2 		$599K Buy
+2,032
New +$582K 0.79% 35

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

Professional Financial Advisors's UNH Position: Q4 2025 in Review

Professional Financial Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 4,327 shares — an estimated $1.49M sold.

Professional Financial Advisors first reported a position in UNH in Q2 2020 and held it in 17 quarters. The position peaked at $1.49M in Q3 2025. 3,307 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Professional Financial Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Professional Financial Advisors sold 4,327 UnitedHealth shares in Q4 2025, an estimated $1.49M.
  • Professional Financial Advisors first reported a position in UnitedHealth in Q2 2020 and held it in 17 quarters.
  • Professional Financial Advisors's UnitedHealth position peaked at $1.49M in Q3 2025.
  • 3,307 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Professional Financial Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.