Tandem Wealth Advisors’s UnitedHealth UNH Stock Holding History

Tandem Wealth Advisors’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	-912	Closed	-$285K	–	50
2025 Q2	$285K	Sell	912 -122	-12%	-$46.6K	0.14%	46
2025 Q1	$542K	Buy	1,034 +154	+18%	+$78.7K	0.28%	28
2024 Q4	$445K	Buy	880 +46	+6%	+$26.1K	0.23%	32
2024 Q3	$488K	Buy	834 +53	+7%	+$30K	0.25%	30
2024 Q2	$398K	Hold	781	–	–	0.21%	32
2024 Q1	$386K	Hold	781	–	–	0.21%	32
2023 Q4	$411K	Hold	781	–	–	0.24%	28
2023 Q3	$394K	Sell	781 -8	-1%	-$3.94K	0.24%	25
2023 Q2	$379K	Buy	789 +74	+10%	+$36.2K	0.23%	28
2023 Q1	$338K	Hold	715	–	–	0.21%	29
2022 Q4	$379K	Buy	+715	New	+$379K	0.24%	30

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

Tandem Wealth Advisors's UNH Position: Q3 2025 in Review

Tandem Wealth Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 912 shares — an estimated $285K sold.

Tandem Wealth Advisors first reported a position in UNH in Q4 2022 and held it in 11 quarters. The position peaked at $542K in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Tandem Wealth Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Tandem Wealth Advisors sold 912 UnitedHealth shares in Q3 2025, an estimated $285K.
Tandem Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 11 quarters.
Tandem Wealth Advisors's UnitedHealth position peaked at $542K in Q1 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Tandem Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.