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Veratis Advisors’s UnitedHealth UNH Stock Holding History

Veratis Advisors’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 		$235K Buy
+803
New +$272K 0.19% 72

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Veratis Advisors's UNH Position: Q4 2025 in Review

Veratis Advisors opened a new position in UnitedHealth (UNH) in Q4 2025: 803 shares worth $235K. The stake represents 0.19% of the portfolio and ranks #72 among its holdings.

3,305 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Veratis Advisors held 803 shares of UnitedHealth worth $235K as of Q4 2025.
  • UnitedHealth was a new Veratis Advisors position in Q4 2025.
  • UnitedHealth made up 0.19% of Veratis Advisors's portfolio in Q4 2025, its #72 holding.
  • 3,305 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Veratis Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.