Unique Wealth Strategies’s UnitedHealth UNH Stock Holding History

Unique Wealth Strategies’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	-2,003	Closed	-$692K	–	267
2025 Q3	$692K	Buy	2,003 +163	+9%	+$49.3K	0.27%	100
2025 Q2	$574K	Sell	1,840 -332	-15%	-$127K	0.24%	126
2025 Q1	$1.14M	Sell	2,172 -4	-0.2%	-$2.04K	0.52%	48
2024 Q4	$1.1M	Sell	2,176 -28	-1%	-$15.9K	0.48%	48
2024 Q3	$1.29M	Buy	2,204 +215	+11%	+$122K	0.54%	46
2024 Q2	$984K	Hold	1,989	–	–	0.46%	56
2024 Q1	$984K	Buy	1,989 +227	+13%	+$115K	0.48%	56
2023 Q4	$928K	Buy	+1,762	New	+$940K	0.62%	45

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

Unique Wealth Strategies's UNH Position: Q4 2025 in Review

Unique Wealth Strategies sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 2,003 shares — an estimated $692K sold.

Unique Wealth Strategies first reported a position in UNH in Q4 2023 and held it in 8 quarters. The position peaked at $1.29M in Q3 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Unique Wealth Strategies reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Unique Wealth Strategies sold 2,003 UnitedHealth shares in Q4 2025, an estimated $692K.
Unique Wealth Strategies first reported a position in UnitedHealth in Q4 2023 and held it in 8 quarters.
Unique Wealth Strategies's UnitedHealth position peaked at $1.29M in Q3 2024.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Unique Wealth Strategies's 13F filing for Q4 2025, filed 14 Jul 2026.