Snider Financial Group’s UnitedHealth UNH Stock Holding History

Snider Financial Group’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	-7,024	Closed	-$2.19M	–	119
2025 Q2	$2.19M	Sell	7,024 -29	-0.4%	-$11.1K	0.63%	43
2025 Q1	$3.69M	Buy	7,053 +473	+7%	+$242K	1.2%	24
2024 Q4	$3.33M	Buy	6,580 +938	+17%	+$533K	1.03%	28
2024 Q3	$3.3M	Buy	5,642 +11	+0.2%	+$6.22K	1.21%	29
2024 Q2	$2.87M	Buy	5,631 +203	+4%	+$99.5K	1.11%	31
2024 Q1	$2.69M	Buy	5,428 +1,540	+40%	+$783K	1.12%	29
2023 Q4	$2.05M	Buy	3,888 +174	+5%	+$92.8K	0.94%	33
2023 Q3	$1.87M	Buy	3,714 +1,528	+70%	+$752K	0.91%	34
2023 Q2	$1.05M	Buy	+2,186	New	+$1.07M	0.5%	44

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Snider Financial Group's UNH Position: Q3 2025 in Review

Snider Financial Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 7,024 shares — an estimated $2.19M sold.

Snider Financial Group first reported a position in UNH in Q2 2023 and held it in 9 quarters. The position peaked at $3.69M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Snider Financial Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Snider Financial Group sold 7,024 UnitedHealth shares in Q3 2025, an estimated $2.19M.
Snider Financial Group first reported a position in UnitedHealth in Q2 2023 and held it in 9 quarters.
Snider Financial Group's UnitedHealth position peaked at $3.69M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Snider Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.