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Slocum, Gordon & Co’s UnitedHealth UNH Stock Holding History

Slocum, Gordon & Co’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 		– Sell
-200
Closed -$62.4K – 122
2025
Q2 		$62.4K Hold
200
– – 0.05% 79
2025
Q1 		$105K Hold
200
– – 0.08% 70
2024
Q4 		$101K Hold
200
– – 0.08% 69
2024
Q3 		$117K Hold
200
– – 0.05% 71
2024
Q2 		$102K Hold
200
– – 0.08% 70
2024
Q1 		$98.9K Hold
200
– – 0.07% 69
2023
Q4 		$105K Hold
200
– – 0.09% 64
2023
Q3 		$101K Hold
200
– – 0.09% 68
2023
Q2 		$96.1K Buy
200
+32
+19% +$15.6K 0.07% 65
2023
Q1 		$79.4K Hold
168
– – 0.07% 69
2022
Q4 		$89.1K Buy
+168
New +$89K 0.06% 64

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Slocum, Gordon & Co's UNH Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 200 shares — an estimated $62.4K sold.

Slocum, Gordon & Co first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $117K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Slocum, Gordon & Co reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 200 UnitedHealth shares in Q3 2025, an estimated $62.4K.
  • Slocum, Gordon & Co first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
  • Slocum, Gordon & Co's UnitedHealth position peaked at $117K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.