SHA
UNH icon

Seneca House Advisors’s UnitedHealth UNH Stock Holding History

Seneca House 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
2026
Q1 		– Sell
-673
Closed -$222K – 106
2025
Q4 		$222K Buy
673
+84
+14% +$28.5K 0.08% 96
2025
Q3 		$203K Buy
+589
New +$178K 0.08% 90
2023
Q4 		– Sell
-397
Closed -$209K – 80
2023
Q3 		$209K Buy
+397
New +$195K 0.11% 74
2023
Q2 		– Sell
-521
Closed -$246K – 82
2023
Q1 		$246K Sell
521
-888
-63% -$429K 0.13% 75
2022
Q4 		$747K Sell
1,409
-1,188
-46% -$629K 0.41% 50
2022
Q3 		$1.31M Sell
2,597
-324
-11% -$170K 0.97% 36
2022
Q2 		$1.5M Buy
2,921
+139
+5% +$69.8K 0.98% 32
2022
Q1 		$1.42M Buy
2,782
+353
+15% +$170K 0.75% 37
2021
Q4 		$1.22M Buy
2,429
+1,283
+112% +$581K 0.65% 38
2021
Q3 		$448K Buy
+1,146
New +$475K 0.27% 61

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return