Reflection Asset Management’s UnitedHealth UNH Stock Holding History

Reflection Asset 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	$343K	Buy	+1,040	New	+$352K	0.24%	77

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

Reflection Asset Management's UNH Position: Q4 2025 in Review

Reflection Asset Management opened a new position in UnitedHealth (UNH) in Q4 2025: 1,040 shares worth $343K. The stake represents 0.24% of the portfolio and ranks #77 among its holdings.

3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Reflection Asset Management held 1,040 shares of UnitedHealth worth $343K as of Q4 2025.
UnitedHealth was a new Reflection Asset Management position in Q4 2025.
UnitedHealth made up 0.24% of Reflection Asset Management's portfolio in Q4 2025, its #77 holding.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.