Profit Investment Management’s UnitedHealth UNH Stock Holding History

Profit Investment 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	$430K	Sell	1,304 -101	-7%	-$34.2K	1.74%	25
2025 Q3	$485K	Sell	1,405 -385	-22%	-$116K	0.61%	55
2025 Q2	$558K	Sell	1,790 -50	-3%	-$19.1K	0.5%	65
2025 Q1	$964K	Sell	1,840 -134	-7%	-$68.5K	0.89%	46
2024 Q4	$999K	Hold	1,974	–	–	0.8%	51
2024 Q3	$1.15M	Hold	1,974	–	–	0.91%	49
2024 Q2	$1.01M	Hold	1,974	–	–	0.63%	52
2024 Q1	$977K	Hold	1,974	–	–	0.55%	51
2023 Q4	$1.04M	Buy	1,974 +184	+10%	+$98.1K	0.6%	51
2023 Q3	$903K	Sell	1,790 -79	-4%	-$38.9K	0.64%	47
2023 Q2	$898K	Sell	1,869 -27	-1%	-$13.2K	0.58%	48
2023 Q1	$896K	Hold	1,896	–	–	0.59%	43
2022 Q4	$1.01M	Hold	1,896	–	–	0.71%	39
2022 Q3	$957K	Hold	1,896	–	–	0.73%	38
2022 Q2	$974K	Hold	1,896	–	–	0.72%	40
2022 Q1	$968K	Hold	1,896	–	–	0.6%	44
2021 Q4	$953K	Hold	1,896	–	–	0.6%	45
2021 Q3	$741K	Hold	1,896	–	–	0.52%	46
2021 Q2	$759K	Hold	1,896	–	–	0.4%	51
2021 Q1	$705K	Buy	1,896 +352	+23%	+$122K	0.4%	50
2020 Q4	$541K	Sell	1,544 -3,363	-69%	-$1.13M	0.35%	58
2020 Q3	$1.53M	Hold	4,907	–	–	0.95%	44
2020 Q2	$1.45M	Buy	4,907 +240	+5%	+$68.8K	1.01%	45
2020 Q1	$1.16M	Hold	4,667	–	–	1.09%	43
2019 Q4	$1.37M	Buy	4,667 +1,810	+63%	+$474K	0.92%	47
2019 Q3	$621K	Buy	+2,857	New	+$689K	0.44%	64

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Profit Investment Management's UNH Position: Q4 2025 in Review

Profit Investment Management reduced its UnitedHealth (UNH) stake by 7.2% in Q4 2025, selling an estimated $34.2K and leaving 1,304 shares worth $430K. The position accounts for 1.74% of the portfolio, ranked #25.

Profit Investment Management first reported a position in UNH in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.53M in Q3 2020. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Profit Investment Management held 1,304 shares of UnitedHealth worth $430K as of Q4 2025.
Profit Investment Management sold 101 UnitedHealth shares in Q4 2025, an estimated $34.2K.
UnitedHealth made up 1.74% of Profit Investment Management's portfolio in Q4 2025, its #25 holding.
Profit Investment Management first reported a position in UnitedHealth in Q3 2019 and has held it in 26 quarters since.
Profit Investment Management's UnitedHealth position peaked at $1.53M in Q3 2020.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.