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SMART Wealth’s UnitedHealth UNH Stock Holding History

SMART Wealth’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 		– Sell
-600
Closed -$207K – 202
2025
Q3 		$207K Buy
+600
New +$181K 0.08% 136
2025
Q1 		– Sell
-1,900
Closed -$961K – 170
2024
Q4 		$961K Sell
1,900
-181
-9% -$103K 0.34% 75
2024
Q3 		$1.22M Sell
2,081
-166
-7% -$93.9K 0.48% 50
2024
Q2 		$1.14M Buy
2,247
+99
+5% +$48.5K 0.46% 49
2024
Q1 		$1.06M Buy
2,148
+196
+10% +$99.6K 0.48% 46
2023
Q4 		$1.03M Buy
1,952
+111
+6% +$59.2K 0.56% 37
2023
Q3 		$928K Buy
1,841
+10
+0.5% +$4.92K 0.7% 39
2023
Q2 		$880K Sell
1,831
-31
-2% -$15.2K 0.66% 41
2023
Q1 		$880K Sell
1,862
-86
-4% -$41.5K 0.78% 39
2022
Q4 		$1.03M Buy
+1,948
New +$1.03M 0.78% 36

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SMART Wealth's UNH Position: Q4 2025 in Review

SMART Wealth sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 600 shares — an estimated $207K sold.

SMART Wealth first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $1.22M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • SMART Wealth reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • SMART Wealth sold 600 UnitedHealth shares in Q4 2025, an estimated $207K.
  • SMART Wealth first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • SMART Wealth's UnitedHealth position peaked at $1.22M in Q3 2024.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on SMART Wealth's 13F filing for Q4 2025, filed 26 Jan 2026.