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Waverton Investment Management’s UnitedHealth UNH Stock Holding History

Waverton Investment Management’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
-723,673
Closed -$250M – 88
2025
Q3 		$250M Buy
723,673
+147,225
+26% +$44.5M 3.22% 18
2025
Q2 		$180M Buy
576,448
+96,030
+20% +$36.7M 2.48% 20
2025
Q1 		$252M Buy
480,418
+41,441
+9% +$21.2M 3.89% 8
2024
Q4 		$222M Sell
438,977
-11,789
-3% -$6.7M 3.54% 11
2024
Q3 		$264M Buy
450,766
+53,565
+13% +$30.3M 4.33% 5
2024
Q2 		$202M Buy
397,201
+37,741
+10% +$18.5M 3.81% 9
2024
Q1 		$178M Sell
359,460
-5,548
-2% -$2.82M 3.69% 13
2023
Q4 		$192M Buy
365,008
+15,806
+5% +$8.43M 4.67% 5
2023
Q3 		$176M Buy
349,202
+67,265
+24% +$33.1M 5.09% 5
2023
Q2 		$135M Buy
281,937
+49,595
+21% +$24.3M 3.85% 12
2023
Q1 		$110M Buy
232,342
+189,684
+445% +$91.5M 3.39% 15
2022
Q4 		$22.6M Buy
42,658
+8,238
+24% +$4.36M 0.83% 30
2022
Q3 		$17.4M Buy
34,420
+17,819
+107% +$9.37M 0.71% 29
2022
Q2 		$8.53M Buy
+16,601
New +$8.34M 0.33% 46
2014
Q2 		– Sell
-56,920
Closed -$4.67M – 149
2014
Q1 		$4.67M Buy
+56,920
New +$4.28M 0.22% 81

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

Waverton Investment Management's UNH Position: Q4 2025 in Review

Waverton Investment Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 723,673 shares — an estimated $250M sold.

Waverton Investment Management first reported a position in UNH in Q1 2014 and held it in 15 quarters. The position peaked at $264M in Q3 2024. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Waverton Investment Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 723,673 UnitedHealth shares in Q4 2025, an estimated $250M.
  • Waverton Investment Management first reported a position in UnitedHealth in Q1 2014 and held it in 15 quarters.
  • Waverton Investment Management's UnitedHealth position peaked at $264M in Q3 2024.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.