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TCFG Wealth Management’s UnitedHealth UNH Stock Holding History

TCFG Wealth Management’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
-661
Closed -$206K – 289
2025
Q2 		$206K Buy
661
+5
+0.8% +$1.91K 0.09% 242
2025
Q1 		$344K Sell
656
-3
-0.5% -$1.53K 0.17% 148
2024
Q4 		$333K Hold
659
– – 0.17% 148
2024
Q3 		$385K Buy
+659
New +$373K 0.19% 125

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCFG Wealth Management's UNH Position: Q3 2025 in Review

TCFG Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 661 shares — an estimated $206K sold.

TCFG Wealth Management first reported a position in UNH in Q3 2024 and held it in 4 quarters. The position peaked at $385K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • TCFG Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 661 UnitedHealth shares in Q3 2025, an estimated $206K.
  • TCFG Wealth Management first reported a position in UnitedHealth in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's UnitedHealth position peaked at $385K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.