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Wallace Advisory Group’s UnitedHealth UNH Stock Holding History

Wallace Advisory 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 		– Sell
-1,198
Closed -$374K – 171
2025
Q3 		$374K Sell
1,198
-1,056
-47% -$319K 0.3% 102
2025
Q2 		$1.18M Buy
2,254
+2
+0.1% +$764 0.86% 31
2025
Q1 		$1.14M Sell
2,252
-507
-18% -$259K 0.79% 30
2024
Q4 		$1.61M Sell
2,759
-2
-0.1% -$1.14K 1.11% 18
2024
Q3 		$1.41M Sell
2,761
-27
-1% -$15.3K 1.03% 22
2024
Q2 		$1.42M Buy
2,788
+29
+1% +$14.2K 1.02% 22
2024
Q1 		$1.45M Sell
2,759
-115
-4% -$58.5K 1.09% 19
2023
Q4 		$1.45M Buy
2,874
+78
+3% +$41.6K 1.13% 19
2023
Q3 		$1.34M Buy
2,796
+134
+5% +$65.9K 0.96% 21
2023
Q2 		$1.26M Hold
2,662
– – 0.96% 22
2023
Q1 		$1.26M Buy
2,662
+830
+45% +$401K 0.96% 22
2022
Q4 		$971K Buy
+1,832
New +$970K 0.77% 27

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

Wallace Advisory Group's UNH Position: Q4 2025 in Review

Wallace Advisory Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,198 shares — an estimated $374K sold.

Wallace Advisory Group first reported a position in UNH in Q4 2022 and held it in 12 quarters. The position peaked at $1.61M in Q4 2024. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Wallace Advisory Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 1,198 UnitedHealth shares in Q4 2025, an estimated $374K.
  • Wallace Advisory Group first reported a position in UnitedHealth in Q4 2022 and held it in 12 quarters.
  • Wallace Advisory Group's UnitedHealth position peaked at $1.61M in Q4 2024.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.