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Watts Gwilliam & Co’s UnitedHealth UNH Stock Holding History

Watts Gwilliam & Co’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
Q3 		$333K Hold
965
– – 0.05% 169
2025
Q2 		$323K Buy
965
+1
+0.1% +$382 0.05% 165
2025
Q1 		$505K Buy
964
+73
+8% +$37.3K 0.11% 125
2024
Q4 		$458K Hold
891
– – 0.1% 131
2024
Q3 		$518K Buy
+891
New +$504K 0.11% 121
2024
Q1 		$357K Buy
+695
New +$353K 0.11% 129

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

Watts Gwilliam & Co's UNH Position: Q3 2025 in Review

Watts Gwilliam & Co held its UnitedHealth (UNH) position steady in Q3 2025 at 965 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #169.

Watts Gwilliam & Co first reported a position in UNH in Q1 2024 and has held it in 6 quarters since. The position peaked at $518K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Watts Gwilliam & Co held 965 shares of UnitedHealth worth $333K as of Q3 2025.
  • Watts Gwilliam & Co left its UnitedHealth share count unchanged in Q3 2025.
  • UnitedHealth made up 0.05% of Watts Gwilliam & Co's portfolio in Q3 2025, its #169 holding.
  • Watts Gwilliam & Co first reported a position in UnitedHealth in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's UnitedHealth position peaked at $518K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.