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Ransom Advisory’s UnitedHealth UNH Stock Holding History

Ransom 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 		$147K Sell
445
-400
-47% -$136K 0.06% 143
2025
Q3 		$292K Hold
845
– – 0.13% 94
2025
Q2 		$264K Sell
845
-50
-6% -$19.1K 0.12% 100
2025
Q1 		$469K Buy
895
+290
+48% +$148K 0.23% 81
2024
Q4 		$306K Buy
605
+148
+32% +$84.1K 0.14% 105
2024
Q3 		$267K Hold
457
– – 0.12% 109
2024
Q2 		$233K Buy
457
+260
+132% +$127K 0.12% 115
2024
Q1 		$97.5K Buy
+197
New +$100K 0.05% 145

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ransom Advisory's UNH Position: Q4 2025 in Review

Ransom Advisory reduced its UnitedHealth (UNH) stake by 47% in Q4 2025, selling an estimated $136K and leaving 445 shares worth $147K. The position accounts for 0.06% of the portfolio, ranked #143.

Ransom Advisory first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. The position peaked at $469K in Q1 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Ransom Advisory held 445 shares of UnitedHealth worth $147K as of Q4 2025.
  • Ransom Advisory sold 400 UnitedHealth shares in Q4 2025, an estimated $136K.
  • UnitedHealth made up 0.06% of Ransom Advisory's portfolio in Q4 2025, its #143 holding.
  • Ransom Advisory first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
  • Ransom Advisory's UnitedHealth position peaked at $469K in Q1 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.