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U.S. Wealth Group’s UnitedHealth UNH Stock Holding History

U.S. Wealth Group’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 		$2.65M Sell
8,033
-81
-1% -$27.4K 1.75% 22
2025
Q3 		$2.8M Buy
8,114
+3,716
+84% +$1.12M 1.83% 22
2025
Q2 		$1.37M Buy
4,398
+469
+12% +$179K 1.07% 33
2025
Q1 		$2.06M Sell
3,929
-165
-4% -$84.3K 1.63% 29
2024
Q4 		$2.07M Buy
+4,094
New +$2.33M 1.57% 29

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

U.S. Wealth Group's UNH Position: Q4 2025 in Review

U.S. Wealth Group reduced its UnitedHealth (UNH) stake by 1% in Q4 2025, selling an estimated $27.4K and leaving 8,033 shares worth $2.65M. The position accounts for 1.75% of the portfolio, ranked #22.

U.S. Wealth Group first reported a position in UNH in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.8M in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • U.S. Wealth Group held 8,033 shares of UnitedHealth worth $2.65M as of Q4 2025.
  • U.S. Wealth Group sold 81 UnitedHealth shares in Q4 2025, an estimated $27.4K.
  • UnitedHealth made up 1.75% of U.S. Wealth Group's portfolio in Q4 2025, its #22 holding.
  • U.S. Wealth Group first reported a position in UnitedHealth in Q4 2024 and has held it in 5 quarters since.
  • U.S. Wealth Group's UnitedHealth position peaked at $2.8M in Q3 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.