Tortoise Investment Management’s UnitedHealth UNH Stock Holding History

Tortoise Investment 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 Q4	–	Sell	-362	Closed	-$125K	–	1378
2025 Q3	$125K	Sell	362 -13	-3%	-$3.93K	0.01%	277
2025 Q2	$117K	Hold	375	–	–	0.01%	274
2025 Q1	$196K	Sell	375 -282	-43%	-$144K	0.02%	215
2024 Q4	$332K	Buy	657 +46	+8%	+$26.1K	0.04%	178
2024 Q3	$357K	Buy	611 +121	+25%	+$68.4K	0.04%	170
2024 Q2	$250K	Sell	490 -13	-3%	-$6.37K	0.03%	195
2024 Q1	$249K	Buy	503 +20	+4%	+$10.2K	0.03%	193
2023 Q4	$254K	Buy	483 +123	+34%	+$65.6K	0.03%	187
2023 Q3	$182K	Buy	360 +10	+3%	+$4.92K	0.03%	204
2023 Q2	$168K	Buy	350 +19	+6%	+$9.29K	0.03%	212
2023 Q1	$156K	Buy	331 +6	+2%	+$2.9K	0.02%	212
2022 Q4	$172K	Sell	325 -355	-52%	-$188K	0.03%	198
2022 Q3	$343K	Buy	680 +377	+124%	+$198K	0.07%	144
2022 Q2	$156K	Buy	303 +238	+366%	+$120K	0.03%	190
2022 Q1	$33K	Hold	65	–	–	0.01%	360
2021 Q4	$33K	Buy	65 +23	+55%	+$10.4K	0.01%	335
2021 Q3	$16K	Hold	42	–	–	﹤0.01%	414
2021 Q2	$17K	Hold	42	–	–	﹤0.01%	401
2021 Q1	$16K	Hold	42	–	–	﹤0.01%	384
2020 Q4	$15K	Buy	42 +24	+133%	+$8.04K	﹤0.01%	366
2020 Q3	$6K	Sell	18 -290	-94%	-$89.1K	﹤0.01%	432
2020 Q2	$91K	Sell	308 -3,818	-93%	-$1.09M	0.02%	180
2020 Q1	$1.03M	Sell	4,126 -50	-1%	-$13.8K	0.3%	61
2019 Q4	$1.23M	Sell	4,176 -250	-6%	-$65.4K	0.29%	57
2019 Q3	$962K	Sell	4,426 -82	-2%	-$19.8K	0.25%	66
2019 Q2	$1.1M	Hold	4,508	–	–	0.28%	63
2019 Q1	$1.11M	Sell	4,508 -553	-11%	-$141K	0.29%	61
2018 Q4	$1.26M	Sell	5,061 -247	-5%	-$65.2K	0.34%	54
2018 Q3	$1.41M	Hold	5,308	–	–	0.37%	50
2018 Q2	$1.3M	Hold	5,308	–	–	0.36%	49
2018 Q1	$1.14M	Sell	5,308 -210	-4%	-$48K	0.31%	52
2017 Q4	$1.22M	Buy	5,518 +18	+0.3%	+$3.81K	0.35%	49
2017 Q3	$1.08M	Hold	5,500	–	–	0.33%	51
2017 Q2	$1.02M	Hold	5,500	–	–	0.33%	50
2017 Q1	$902K	Sell	5,500 -400	-7%	-$65.5K	0.3%	56
2016 Q4	$944K	Sell	5,900 -465	-7%	-$69.5K	0.33%	55
2016 Q3	$891K	Hold	6,365	–	–	0.3%	55
2016 Q2	$899K	Hold	6,365	–	–	0.31%	54
2016 Q1	$820K	Hold	6,365	–	–	0.29%	53
2015 Q4	$749K	Hold	6,365	–	–	0.27%	58
2015 Q3	$738K	Hold	6,365	–	–	0.28%	57
2015 Q2	$777K	Hold	6,365	–	–	0.29%	55
2015 Q1	$753K	Hold	6,365	–	–	0.29%	54
2014 Q4	$643K	Hold	6,365	–	–	0.26%	59
2014 Q3	$549K	Hold	6,365	–	–	0.23%	59
2014 Q2	$520K	Hold	6,365	–	–	0.22%	62
2014 Q1	$522K	Hold	6,365	–	–	0.24%	59
2013 Q4	$479K	Hold	6,365	–	–	0.26%	59
2013 Q3	$456K	Hold	6,365	–	–	0.28%	60
2013 Q2	$417K	Buy	+6,365	New	+$396K	0.28%	57

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

Tortoise Investment Management's UNH Position: Q4 2025 in Review

Tortoise Investment Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 362 shares — an estimated $125K sold.

Tortoise Investment Management first reported a position in UNH in Q2 2013 and held it in 50 quarters. The position peaked at $1.41M in Q3 2018. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Tortoise Investment Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 362 UnitedHealth shares in Q4 2025, an estimated $125K.
Tortoise Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's UnitedHealth position peaked at $1.41M in Q3 2018.
3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.