RW Investment Management’s UnitedHealth UNH Stock Holding History

RW Investment 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 Q3	$227K	Sell	657 -8	-1%	-$2.42K	0.02%	101
2025 Q2	$207K	Buy	665 +188	+39%	+$71.9K	0.02%	105
2025 Q1	$250K	Hold	477	–	–	0.03%	85
2024 Q4	$241K	Sell	477 -38	-7%	-$21.6K	0.03%	88
2024 Q3	$301K	Hold	515	–	–	0.04%	79
2024 Q2	$262K	Hold	515	–	–	0.04%	79
2024 Q1	$255K	Sell	515 -150	-23%	-$76.3K	0.04%	79
2023 Q4	$350K	Sell	665 -43	-6%	-$22.9K	0.05%	66
2023 Q3	$357K	Hold	708	–	–	0.06%	62
2023 Q2	$340K	Hold	708	–	–	0.07%	66
2023 Q1	$335K	Hold	708	–	–	0.09%	63
2022 Q4	$375K	Buy	+708	New	+$375K	0.15%	53

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

RW Investment Management's UNH Position: Q3 2025 in Review

RW Investment Management reduced its UnitedHealth (UNH) stake by 1.2% in Q3 2025, selling an estimated $2.42K and leaving 657 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #101.

RW Investment Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $375K in Q4 2022. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

RW Investment Management held 657 shares of UnitedHealth worth $227K as of Q3 2025.
RW Investment Management sold 8 UnitedHealth shares in Q3 2025, an estimated $2.42K.
UnitedHealth made up 0.02% of RW Investment Management's portfolio in Q3 2025, its #101 holding.
RW Investment Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
RW Investment Management's UnitedHealth position peaked at $375K in Q4 2022.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on RW Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.