SPC Financial Inc’s UnitedHealth UNH Stock Holding History

SPC Financial Inc’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	$2.24M	Buy	6,489 +295	+5%	+$89.2K	0.18%	78
2025 Q2	$1.93M	Sell	6,194 -394	-6%	-$151K	0.16%	79
2025 Q1	$3.45M	Buy	6,588 +360	+6%	+$184K	0.3%	64
2024 Q4	$3.15M	Buy	6,228 +4,730	+316%	+$2.69M	0.27%	67
2024 Q3	$876K	Buy	1,498 +1,049	+234%	+$593K	0.08%	119
2024 Q2	$229K	Sell	449 -4,736	-91%	-$2.32M	0.02%	228
2024 Q1	$2.57M	Buy	5,185 +179	+4%	+$91K	0.24%	67
2023 Q4	$2.64M	Buy	+5,006	New	+$2.67M	0.27%	58
2022 Q1	–	Sell	-467	Closed	-$234K	–	211
2021 Q4	$234K	Buy	+467	New	+$211K	0.03%	176

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

SPC Financial Inc's UNH Position: Q3 2025 in Review

SPC Financial Inc increased its UnitedHealth (UNH) stake by 4.8% in Q3 2025, buying an estimated $89.2K and bringing the position to 6,489 shares worth $2.24M. The position accounts for 0.18% of the portfolio, ranked #78.

SPC Financial Inc first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.45M in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

SPC Financial Inc held 6,489 shares of UnitedHealth worth $2.24M as of Q3 2025.
SPC Financial Inc bought 295 UnitedHealth shares in Q3 2025, an estimated $89.2K.
UnitedHealth made up 0.18% of SPC Financial Inc's portfolio in Q3 2025, its #78 holding.
SPC Financial Inc first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
SPC Financial Inc's UnitedHealth position peaked at $3.45M in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.