Pursuit Wealth Management’s UnitedHealth UNH Stock Holding History

Pursuit 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	$363K	Buy	+1,099	New	+$372K	0.31%	105

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pursuit Wealth Management's UNH Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in UnitedHealth (UNH) in Q4 2025: 1,099 shares worth $363K. The stake represents 0.31% of the portfolio and ranks #105 among its holdings.

3,297 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Pursuit Wealth Management held 1,099 shares of UnitedHealth worth $363K as of Q4 2025.
UnitedHealth was a new Pursuit Wealth Management position in Q4 2025.
UnitedHealth made up 0.31% of Pursuit Wealth Management's portfolio in Q4 2025, its #105 holding.
3,297 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.