Strategic Wealth Investment Group’s UnitedHealth UNH Stock Holding History

Strategic Wealth Investment 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	-54	Closed	-$16.8K	–	193
2025 Q2	$16.8K	Buy	+54	New	+$20.6K	0.02%	80
2025 Q1	–	Sell	-15,523	Closed	-$7.85M	–	114
2024 Q4	$7.85M	Sell	15,523 -1,392	-8%	-$791K	0.87%	40
2024 Q3	$9.87M	Buy	16,915 +4,533	+37%	+$2.56M	1.06%	40
2024 Q2	$6.12M	Buy	+12,382	New	+$6.07M	0.77%	51
2023 Q4	$616K	Buy	+1,169	New	+$623K	0.09%	70
2023 Q3	–	Sell	-629	Closed	-$302K	–	111
2023 Q2	$302K	Buy	629 +13	+2%	+$6.36K	0.05%	100
2023 Q1	$291K	Buy	616 +24	+4%	+$11.6K	0.05%	108
2022 Q4	$282K	Sell	592 -32	-5%	-$17K	0.07%	99
2022 Q3	$315K	Buy	624 +64	+11%	+$33.7K	0.09%	80
2022 Q2	$288K	Sell	560 -5	-0.9%	-$2.51K	0.07%	109
2022 Q1	$288K	Sell	565 -189	-25%	-$91.2K	0.07%	77
2021 Q4	$379K	Buy	+754	New	+$341K	0.1%	65

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

Strategic Wealth Investment Group's UNH Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 54 shares — an estimated $16.8K sold.

Strategic Wealth Investment Group first reported a position in UNH in Q4 2021 and held it in 12 quarters. The position peaked at $9.87M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Strategic Wealth Investment Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Strategic Wealth Investment Group sold 54 UnitedHealth shares in Q3 2025, an estimated $16.8K.
Strategic Wealth Investment Group first reported a position in UnitedHealth in Q4 2021 and held it in 12 quarters.
Strategic Wealth Investment Group's UnitedHealth position peaked at $9.87M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.