TI
UNH icon

Truepoint Inc’s UnitedHealth UNH Stock Holding History

Truepoint Inc’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
-748
Closed -$233K – 147
2025
Q2 		$233K Buy
748
+5
+0.7% +$1.91K 0.01% 130
2025
Q1 		$389K Sell
743
-46
-6% -$23.5K 0.01% 101
2024
Q4 		$399K Sell
789
-293
-27% -$166K 0.01% 97
2024
Q3 		$633K Buy
1,082
+337
+45% +$191K 0.02% 81
2024
Q2 		$379K Sell
745
-64
-8% -$31.4K 0.01% 93
2024
Q1 		$400K Sell
809
-1,601
-66% -$814K 0.01% 96
2023
Q4 		$1.27M Buy
2,410
+987
+69% +$526K 0.04% 69
2023
Q3 		$718K Buy
+1,423
New +$700K 0.02% 96

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

Truepoint Inc's UNH Position: Q3 2025 in Review

Truepoint Inc sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 748 shares — an estimated $233K sold.

Truepoint Inc first reported a position in UNH in Q3 2023 and held it in 8 quarters. The position peaked at $1.27M in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Truepoint Inc reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Truepoint Inc sold 748 UnitedHealth shares in Q3 2025, an estimated $233K.
  • Truepoint Inc first reported a position in UnitedHealth in Q3 2023 and held it in 8 quarters.
  • Truepoint Inc's UnitedHealth position peaked at $1.27M in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Truepoint Inc's 13F filing for Q3 2025, filed 12 Nov 2025.