Symmetry Investments’s UnitedHealth UNH Stock Holding History

Symmetry Investments’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	-30,001	Closed	-$10.4M	–	202
2025 Q3	$10.4M	Buy	30,001 +23,054	+332%	+$6.97M	0.5%	34
2025 Q2	$2.17M	Buy	6,947 +632	+10%	+$242K	0.15%	71
2025 Q1	$3.31M	Sell	6,315 -2,293	-27%	-$1.17M	0.23%	74
2024 Q4	$4.35M	Buy	8,608 +1,200	+16%	+$682K	0.23%	62
2024 Q3	$4.33M	Sell	7,408 -4,100	-36%	-$2.32M	0.61%	52
2024 Q2	$5.86M	Buy	11,508 +1,900	+20%	+$931K	0.66%	32
2024 Q1	$4.75M	Buy	9,608 +5,408	+129%	+$2.75M	0.28%	53
2023 Q4	$2.21M	Buy	+4,200	New	+$2.24M	0.16%	92
2023 Q3	–	Sell	-2,000	Closed	-$961K	–	223
2023 Q2	$961K	Sell	2,000 -1,200	-38%	-$587K	0.15%	95
2023 Q1	$1.51M	Buy	+3,200	New	+$1.54M	0.36%	62

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Symmetry Investments's UNH Position: Q4 2025 in Review

Symmetry Investments sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 30,001 shares — an estimated $10.4M sold.

Symmetry Investments first reported a position in UNH in Q1 2023 and held it in 10 quarters. The position peaked at $10.4M in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Symmetry Investments reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Symmetry Investments sold 30,001 UnitedHealth shares in Q4 2025, an estimated $10.4M.
Symmetry Investments first reported a position in UnitedHealth in Q1 2023 and held it in 10 quarters.
Symmetry Investments's UnitedHealth position peaked at $10.4M in Q3 2025.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Symmetry Investments's 13F filing for Q4 2025, filed 17 Feb 2026.