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Spurstone Advisory Services’s UnitedHealth UNH Stock Holding History

Spurstone Advisory Services’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
-57
Closed -$17.8K – 150
2025
Q2 		$17.8K Sell
57
-93
-62% -$35.5K 0.27% 52
2025
Q1 		$78.6K Buy
+150
New +$76.7K 1.53% 14

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

Spurstone Advisory Services's UNH Position: Q3 2025 in Review

Spurstone Advisory Services sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 57 shares — an estimated $17.8K sold.

Spurstone Advisory Services first reported a position in UNH in Q1 2025 and held it in 2 quarters. The position peaked at $78.6K in Q1 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Spurstone Advisory Services reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Spurstone Advisory Services sold 57 UnitedHealth shares in Q3 2025, an estimated $17.8K.
  • Spurstone Advisory Services first reported a position in UnitedHealth in Q1 2025 and held it in 2 quarters.
  • Spurstone Advisory Services's UnitedHealth position peaked at $78.6K in Q1 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Spurstone Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.