Tobias Financial Advisors’s UnitedHealth UNH Stock Holding History

Tobias Financial 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 Q4	–	Sell	-638	Closed	-$220K	–	149
2025 Q3	$220K	Sell	638 -130	-17%	-$39.3K	0.03%	123
2025 Q2	$240K	Buy	768 +60	+8%	+$22.9K	0.04%	107
2025 Q1	$371K	Buy	708 +63	+10%	+$32.2K	0.07%	82
2024 Q4	$326K	Buy	645 +48	+8%	+$27.3K	0.07%	84
2024 Q3	$349K	Buy	597 +12	+2%	+$6.79K	0.07%	78
2024 Q2	$298K	Buy	585 +74	+14%	+$36.3K	0.06%	81
2024 Q1	$253K	Buy	+511	New	+$260K	0.06%	83
2020 Q1	–	Sell	-100	Closed	-$29K	–	274
2019 Q4	$29K	Buy	+100	New	+$26.2K	0.02%	121

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

Tobias Financial Advisors's UNH Position: Q4 2025 in Review

Tobias Financial Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 638 shares — an estimated $220K sold.

Tobias Financial Advisors first reported a position in UNH in Q4 2019 and held it in 8 quarters. The position peaked at $371K in Q1 2025. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Tobias Financial Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Tobias Financial Advisors sold 638 UnitedHealth shares in Q4 2025, an estimated $220K.
Tobias Financial Advisors first reported a position in UnitedHealth in Q4 2019 and held it in 8 quarters.
Tobias Financial Advisors's UnitedHealth position peaked at $371K in Q1 2025.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Tobias Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.