ROI Financial Advisors’s UnitedHealth UNH Stock Holding History

ROI 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 Q4	–	Sell	-821	Closed	-$283K	–	69
2025 Q3	$283K	Sell	821 -1,934	-70%	-$585K	0.17%	56
2025 Q2	$859K	Sell	2,755 -1,095	-28%	-$419K	0.55%	33
2025 Q1	$2.02M	Sell	3,850 -1,181	-23%	-$604K	1.47%	19
2024 Q4	$2.54M	Sell	5,031 -216	-4%	-$123K	1.73%	18
2024 Q3	$3.07M	Buy	5,247 +65	+1%	+$36.8K	2.12%	18
2024 Q2	$2.64M	Sell	5,182 -254	-5%	-$124K	1.92%	17
2024 Q1	$2.69M	Sell	5,436 -128	-2%	-$65.1K	2.11%	17
2023 Q4	$2.93M	Buy	+5,564	New	+$2.97M	2.42%	13

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

ROI Financial Advisors's UNH Position: Q4 2025 in Review

ROI Financial Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 821 shares — an estimated $283K sold.

ROI Financial Advisors first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $3.07M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

ROI Financial Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
ROI Financial Advisors sold 821 UnitedHealth shares in Q4 2025, an estimated $283K.
ROI Financial Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
ROI Financial Advisors's UnitedHealth position peaked at $3.07M in Q3 2024.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on ROI Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.