Tucker Asset Management’s UnitedHealth UNH Stock Holding History

Tucker Asset 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	$94.7K	Buy	+287	New	+$97.3K	0.03%	200
2025 Q1	–	Sell	-69	Closed	-$34.9K	–	895
2024 Q4	$34.9K	Buy	69 +3	+5%	+$1.71K	﹤0.01%	425
2024 Q3	$38.6K	Hold	66	–	–	0.01%	385
2024 Q2	$33.6K	Sell	66 -14	-18%	-$6.86K	0.01%	476
2024 Q1	$39.6K	Sell	80 -4	-5%	-$2.03K	0.01%	507
2023 Q4	$44.2K	Sell	84 -7	-8%	-$3.73K	0.01%	363
2023 Q3	$45.9K	Sell	91 -210	-70%	-$103K	0.01%	345
2023 Q2	$145K	Buy	301 +199	+195%	+$97.3K	0.04%	132
2023 Q1	$48.2K	Buy	102 +38	+59%	+$18.3K	0.01%	252
2022 Q4	$33.9K	Hold	64	–	–	0.01%	190
2022 Q3	$35.5K	Hold	64	–	–	0.01%	171
2022 Q2	$32.9K	Hold	64	–	–	0.01%	126
2022 Q1	$32.6K	Buy	64 +20	+45%	+$9.65K	0.01%	113
2021 Q4	$22.2K	Buy	+44	New	+$19.9K	0.01%	146
2021 Q3	–	Sell	-57	Closed	-$22.8K	–	400
2021 Q2	$22.8K	Buy	+57	New	+$22.7K	0.01%	118

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

Tucker Asset Management's UNH Position: Q4 2025 in Review

Tucker Asset Management opened a new position in UnitedHealth (UNH) in Q4 2025: 287 shares worth $94.7K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in UNH as recently as Q4 2024.

Tucker Asset Management first reported a position in UNH in Q2 2021 and has held it in 15 quarters since. The position peaked at $145K in Q2 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Tucker Asset Management held 287 shares of UnitedHealth worth $94.7K as of Q4 2025.
UnitedHealth was a new Tucker Asset Management position in Q4 2025.
UnitedHealth made up 0.03% of Tucker Asset Management's portfolio in Q4 2025, its #200 holding.
Tucker Asset Management first reported a position in UnitedHealth in Q2 2021 and has held it in 15 quarters since.
Tucker Asset Management's UnitedHealth position peaked at $145K in Q2 2023.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.