RFA
UNH icon

Resurgent Financial Advisors’s UnitedHealth UNH Stock Holding History

Resurgent Financial 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
-1,338
Closed -$417K – 221
2025
Q2 		$417K Sell
1,338
-7
-0.5% -$2.67K 0.23% 124
2025
Q1 		$704K Buy
1,345
+41
+3% +$21K 0.42% 66
2024
Q4 		$660K Sell
1,304
-67
-5% -$38.1K 0.39% 73
2024
Q3 		$802K Sell
1,371
-33
-2% -$18.7K 0.47% 61
2024
Q2 		$715K Buy
1,404
+38
+3% +$18.6K 0.44% 67
2024
Q1 		$676K Buy
1,366
+18
+1% +$9.15K 0.36% 81
2023
Q4 		$710K Buy
1,348
+251
+23% +$134K 0.44% 56
2023
Q3 		$553K Sell
1,097
-91
-8% -$44.8K 0.38% 69
2023
Q2 		$571K Sell
1,188
-527
-31% -$258K 0.38% 69
2023
Q1 		$810K Sell
1,715
-886
-34% -$428K 0.54% 48
2022
Q4 		$1.38M Buy
2,601
+229
+10% +$121K 0.73% 34
2022
Q3 		$1.2M Buy
2,372
+834
+54% +$439K 0.8% 36
2022
Q2 		$790K Buy
1,538
+98
+7% +$49.2K 0.51% 52
2022
Q1 		$735K Buy
1,440
+576
+67% +$278K 0.46% 62
2021
Q4 		$434K Buy
+864
New +$391K 0.35% 77

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

Resurgent Financial Advisors's UNH Position: Q3 2025 in Review

Resurgent Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,338 shares — an estimated $417K sold.

Resurgent Financial Advisors first reported a position in UNH in Q4 2021 and held it in 15 quarters. The position peaked at $1.38M in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Resurgent Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,338 UnitedHealth shares in Q3 2025, an estimated $417K.
  • Resurgent Financial Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 15 quarters.
  • Resurgent Financial Advisors's UnitedHealth position peaked at $1.38M in Q4 2022.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.