Twin City Private Wealth’s UnitedHealth UNH Stock Holding History

Twin City 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	–	Sell	-1,158	Closed	-$400K	–	100
2025 Q3	$400K	Sell	1,158 -116	-9%	-$35.1K	0.31%	81
2025 Q2	$398K	Buy	1,274 +72	+6%	+$27.5K	0.32%	78
2025 Q1	$630K	Sell	1,202 -91	-7%	-$46.5K	0.55%	69
2024 Q4	$654K	Buy	1,293 +25	+2%	+$14.2K	0.58%	64
2024 Q3	$741K	Buy	1,268 +34	+3%	+$19.2K	0.64%	60
2024 Q2	$628K	Buy	1,234 +60	+5%	+$29.4K	0.59%	61
2024 Q1	$581K	Buy	+1,174	New	+$597K	0.57%	60

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

Twin City Private Wealth's UNH Position: Q4 2025 in Review

Twin City Private Wealth sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,158 shares — an estimated $400K sold.

Twin City Private Wealth first reported a position in UNH in Q1 2024 and held it in 7 quarters. The position peaked at $741K in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Twin City Private Wealth reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Twin City Private Wealth sold 1,158 UnitedHealth shares in Q4 2025, an estimated $400K.
Twin City Private Wealth first reported a position in UnitedHealth in Q1 2024 and held it in 7 quarters.
Twin City Private Wealth's UnitedHealth position peaked at $741K in Q3 2024.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

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