Safe Harbor Wealth Advisors’s UnitedHealth UNH Stock Holding History

Safe Harbor Wealth 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	$330K	Buy	+1,162	New	+$394K	0.32%	63

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

Safe Harbor Wealth Advisors's UNH Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in UnitedHealth (UNH) in Q4 2025: 1,162 shares worth $330K. The stake represents 0.32% of the portfolio and ranks #63 among its holdings.

3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Safe Harbor Wealth Advisors held 1,162 shares of UnitedHealth worth $330K as of Q4 2025.
UnitedHealth was a new Safe Harbor Wealth Advisors position in Q4 2025.
UnitedHealth made up 0.32% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #63 holding.
3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.