Transatlantique Private Wealth’s UnitedHealth UNH Stock Holding History

Transatlantique Private Wealth’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	$283K	Hold	857	–	–	0.09%	192
2025 Q3	$296K	Sell	857 -152	-15%	-$46K	0.1%	196
2025 Q2	$315K	Sell	1,009 -1,798	-64%	-$687K	0.12%	185
2025 Q1	$1.47M	Buy	2,807 +144	+5%	+$73.6K	0.59%	46
2024 Q4	$1.35M	Sell	2,663 -754	-22%	-$428K	0.51%	57
2024 Q3	$2M	Buy	3,417 +823	+32%	+$465K	0.76%	30
2024 Q2	$1.29M	Buy	2,594 +234	+10%	+$115K	0.53%	52
2024 Q1	$1.17M	Sell	2,360 -19	-0.8%	-$9.66K	0.51%	62
2023 Q4	$1.25M	Sell	2,379 -295	-11%	-$157K	0.58%	50
2023 Q3	$1.35M	Buy	2,674 +5	+0.2%	+$2.46K	0.72%	35
2023 Q2	$1.28M	Buy	2,669 +71	+3%	+$34.7K	0.67%	38
2023 Q1	$1.23M	Buy	2,598 +244	+10%	+$118K	0.68%	39
2022 Q4	$1.25M	Buy	2,354 +30	+1%	+$15.9K	0.75%	35
2022 Q3	$1.18M	Buy	2,324 +719	+45%	+$378K	0.79%	35
2022 Q2	$824K	Buy	+1,605	New	+$806K	0.57%	59

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

Transatlantique Private Wealth's UNH Position: Q4 2025 in Review

Transatlantique Private Wealth held its UnitedHealth (UNH) position steady in Q4 2025 at 857 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #192.

Transatlantique Private Wealth first reported a position in UNH in Q2 2022 and has held it in 15 quarters since. The position peaked at $2M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Transatlantique Private Wealth held 857 shares of UnitedHealth worth $283K as of Q4 2025.
Transatlantique Private Wealth left its UnitedHealth share count unchanged in Q4 2025.
UnitedHealth made up 0.09% of Transatlantique Private Wealth's portfolio in Q4 2025, its #192 holding.
Transatlantique Private Wealth first reported a position in UnitedHealth in Q2 2022 and has held it in 15 quarters since.
Transatlantique Private Wealth's UnitedHealth position peaked at $2M in Q3 2024.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.