Stephens Consulting’s UnitedHealth UNH Stock Holding History

Stephens Consulting’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	$2.64K	Buy	+8	New	+$2.71K	﹤0.01%	333
2025 Q3	–	Sell	-47	Closed	-$14.7K	–	1124
2025 Q2	$14.7K	Buy	47 +31	+194%	+$11.8K	﹤0.01%	295
2025 Q1	$8.38K	Sell	16 -4	-20%	-$2.04K	﹤0.01%	337
2024 Q4	$10.1K	Hold	20	–	–	﹤0.01%	349
2024 Q3	$11.7K	Hold	20	–	–	﹤0.01%	320
2024 Q2	$10.2K	Hold	20	–	–	﹤0.01%	339
2024 Q1	$9.89K	Hold	20	–	–	﹤0.01%	316
2023 Q4	$10.5K	Hold	20	–	–	﹤0.01%	310
2023 Q3	$10.1K	Hold	20	–	–	﹤0.01%	307
2023 Q2	$9.61K	Hold	20	–	–	﹤0.01%	315
2023 Q1	$9.45K	Hold	20	–	–	0.01%	327
2022 Q4	$10.6K	Sell	20 -140	-88%	-$74.2K	0.01%	287
2022 Q3	$80.8K	Hold	160	–	–	0.07%	121
2022 Q2	$82.2K	Buy	160 +4	+3%	+$2.01K	0.07%	123
2022 Q1	$79.6K	Sell	156 -78	-33%	-$37.6K	0.07%	150
2021 Q4	$118K	Buy	+234	New	+$106K	0.1%	138

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stephens Consulting's UNH Position: Q4 2025 in Review

Stephens Consulting opened a new position in UnitedHealth (UNH) in Q4 2025: 8 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in UNH as recently as Q2 2025.

Stephens Consulting first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $118K in Q4 2021. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Stephens Consulting held 8 shares of UnitedHealth worth $2.64K as of Q4 2025.
UnitedHealth was a new Stephens Consulting position in Q4 2025.
UnitedHealth made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #333 holding.
Stephens Consulting first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's UnitedHealth position peaked at $118K in Q4 2021.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.