Rockingstone Advisors’s UnitedHealth UNH Stock Holding History

Rockingstone 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	-4,813	Closed	-$1.5M	–	108
2025 Q2	$1.5M	Sell	4,813 -521	-10%	-$199K	0.79%	44
2025 Q1	$2.79M	Buy	5,334 +2,718	+104%	+$1.39M	1.26%	36
2024 Q4	$1.32M	Buy	2,616 +2,119	+426%	+$1.2M	0.58%	49
2024 Q3	$291K	Buy	+497	New	+$281K	0.14%	89
2023 Q4	–	Sell	-571	Closed	-$288K	–	120
2023 Q3	$288K	Buy	571 +96	+20%	+$47.2K	0.16%	102
2023 Q2	$228K	Buy	475 +10	+2%	+$4.89K	0.13%	104
2023 Q1	$220K	Buy	+465	New	+$224K	0.13%	106

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Rockingstone Advisors's UNH Position: Q3 2025 in Review

Rockingstone Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,813 shares — an estimated $1.5M sold.

Rockingstone Advisors first reported a position in UNH in Q1 2023 and held it in 7 quarters. The position peaked at $2.79M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Rockingstone Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Rockingstone Advisors sold 4,813 UnitedHealth shares in Q3 2025, an estimated $1.5M.
Rockingstone Advisors first reported a position in UnitedHealth in Q1 2023 and held it in 7 quarters.
Rockingstone Advisors's UnitedHealth position peaked at $2.79M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Rockingstone Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.