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Prossimo Advisors’s UnitedHealth UNH Stock Holding History

Prossimo 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
-1,481
Closed -$462K – 119
2025
Q2 		$462K Sell
1,481
-1,997
-57% -$763K 0.37% 76
2025
Q1 		$1.82M Sell
3,478
-36
-1% -$18.4K 1.37% 15
2024
Q4 		$1.78M Buy
3,514
+11
+0.3% +$6.25K 1.29% 14
2024
Q3 		$2.05M Buy
3,503
+66
+2% +$37.3K 1.5% 11
2024
Q2 		$1.75M Buy
3,437
+299
+10% +$147K 1.58% 11
2024
Q1 		$1.55M Sell
3,138
-191
-6% -$97.1K 3% 8
2023
Q4 		$1.75M Buy
3,329
+55
+2% +$29.3K 3.71% 5
2023
Q3 		$1.65M Sell
3,274
-15
-0.5% -$7.38K 3.89% 5
2023
Q2 		$1.58M Buy
3,289
+25
+0.8% +$12.2K 1.52% 11
2023
Q1 		$1.54M Buy
3,264
+61
+2% +$29.4K 3.77% 5
2022
Q4 		$1.7M Buy
+3,203
New +$1.7M 3.93% 6

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

Prossimo Advisors's UNH Position: Q3 2025 in Review

Prossimo Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,481 shares — an estimated $462K sold.

Prossimo Advisors first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $2.05M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Prossimo Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 1,481 UnitedHealth shares in Q3 2025, an estimated $462K.
  • Prossimo Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's UnitedHealth position peaked at $2.05M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.