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STAR Financial Bank’s UnitedHealth UNH Stock Holding History

STAR Financial Bank’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
-984
Closed -$340K – 123
2025
Q3 		$340K Buy
984
+217
+28% +$65.6K 0.2% 84
2025
Q2 		$239K Sell
767
-164
-18% -$62.7K 0.15% 97
2025
Q1 		$488K Sell
931
-126
-12% -$64.4K 0.36% 65
2024
Q4 		$535K Sell
1,057
-420
-28% -$239K 0.38% 56
2024
Q3 		$864K Sell
1,477
-423
-22% -$239K 0.58% 44
2024
Q2 		$968K Sell
1,900
-275
-13% -$135K 0.75% 41
2024
Q1 		$1.08M Buy
2,175
+15
+0.7% +$7.63K 0.92% 28
2023
Q4 		$1.14M Buy
2,160
+300
+16% +$160K 1.03% 27
2023
Q3 		$938K Sell
1,860
-144
-7% -$70.9K 0.96% 28
2023
Q2 		$963K Buy
2,004
+6
+0.3% +$2.93K 0.9% 31
2023
Q1 		$944K Hold
1,998
– – 0.92% 33
2022
Q4 		$1.06M Buy
+1,998
New +$1.06M 1.05% 28

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

STAR Financial Bank's UNH Position: Q4 2025 in Review

STAR Financial Bank sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 984 shares — an estimated $340K sold.

STAR Financial Bank first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $1.14M in Q4 2023. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • STAR Financial Bank reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • STAR Financial Bank sold 984 UnitedHealth shares in Q4 2025, an estimated $340K.
  • STAR Financial Bank first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
  • STAR Financial Bank's UnitedHealth position peaked at $1.14M in Q4 2023.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on STAR Financial Bank's 13F filing for Q4 2025, filed 13 Feb 2026.