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Shilanski & Associates’s UnitedHealth UNH Stock Holding History

Shilanski & Associates’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 		$230K Sell
665
-4
-0.6% -$1.21K 0.06% 100
2025
Q2 		$209K Sell
669
-9
-1% -$3.44K 0.06% 102
2025
Q1 		$355K Sell
678
-9
-1% -$4.6K 0.11% 77
2024
Q4 		$347K Sell
687
-3
-0.4% -$1.71K 0.11% 76
2024
Q3 		$403K Buy
690
+8
+1% +$4.53K 0.13% 67
2024
Q2 		$348K Sell
682
-11
-2% -$5.39K 0.12% 71
2024
Q1 		$343K Buy
693
+10
+1% +$5.08K 0.12% 71
2023
Q4 		$360K Hold
683
– – 0.14% 69
2023
Q3 		$345K Buy
683
+1
+0.1% +$492 0.14% 75
2023
Q2 		$328K Sell
682
-16
-2% -$7.82K 0.13% 79
2023
Q1 		$356K Buy
698
+15
+2% +$7.24K 0.16% 75
2022
Q4 		$362K Sell
683
-66
-9% -$35K 0.16% 75
2022
Q3 		$378K Buy
749
+64
+9% +$33.7K 0.14% 83
2022
Q2 		$352K Sell
685
-1
-0.1% -$502 0.16% 74
2022
Q1 		$350K Buy
686
+1
+0.1% +$482 0.15% 84
2021
Q4 		$344K Buy
685
+10
+1% +$4.53K 0.15% 83
2021
Q3 		$264K Buy
675
+4
+0.6% +$1.66K 0.12% 88
2021
Q2 		$269K Sell
671
-1
-0.1% -$399 0.13% 88
2021
Q1 		$250K Sell
672
-2
-0.3% -$693 0.13% 87
2020
Q4 		$236K Sell
674
-38
-5% -$12.7K 0.14% 85
2020
Q3 		$222K Buy
712
+1
+0.1% +$307 0.15% 83
2020
Q2 		$210K Buy
+711
New +$204K 0.15% 80
2020
Q1 		– Sell
-918
Closed -$270K – 92
2019
Q4 		$270K Sell
918
-9
-1% -$2.35K 0.21% 71
2019
Q3 		$201K Sell
927
-115
-11% -$27.7K 0.16% 77
2019
Q2 		$254K Buy
+1,042
New +$251K 0.21% 75

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shilanski & Associates's UNH Position: Q3 2025 in Review

Shilanski & Associates reduced its UnitedHealth (UNH) stake by 0.6% in Q3 2025, selling an estimated $1.21K and leaving 665 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #100.

Shilanski & Associates first reported a position in UNH in Q2 2019 and has held it in 25 quarters since. The position peaked at $403K in Q3 2024. 3,167 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Shilanski & Associates held 665 shares of UnitedHealth worth $230K as of Q3 2025.
  • Shilanski & Associates sold 4 UnitedHealth shares in Q3 2025, an estimated $1.21K.
  • UnitedHealth made up 0.06% of Shilanski & Associates's portfolio in Q3 2025, its #100 holding.
  • Shilanski & Associates first reported a position in UnitedHealth in Q2 2019 and has held it in 25 quarters since.
  • Shilanski & Associates's UnitedHealth position peaked at $403K in Q3 2024.
  • 3,167 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Shilanski & Associates's 13F filing for Q3 2025, filed 20 Oct 2025.