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Wealth Quarterback’s UnitedHealth UNH Stock Holding History

Wealth Quarterback’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
-1,358
Closed -$469K – 161
2025
Q3 		$469K Sell
1,358
-26
-2% -$7.86K 0.18% 94
2025
Q2 		$432K Buy
+1,384
New +$529K 0.2% 91
2021
Q3 		$10K Buy
26
+1
+4% +$414 0.01% 482
2021
Q2 		$11K Buy
+25
New +$9.97K 0.01% 464
2020
Q2 		– Sell
-46
Closed -$11.5K – 731
2020
Q1 		$11.5K Sell
46
-29,982
-100% -$8.25M 0.01% 441
2019
Q4 		$39.8K Buy
+30,028
New +$7.86M 0.03% 266

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

Wealth Quarterback's UNH Position: Q4 2025 in Review

Wealth Quarterback sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,358 shares — an estimated $469K sold.

Wealth Quarterback first reported a position in UNH in Q4 2019 and held it in 6 quarters. The position peaked at $469K in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Wealth Quarterback reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Wealth Quarterback sold 1,358 UnitedHealth shares in Q4 2025, an estimated $469K.
  • Wealth Quarterback first reported a position in UnitedHealth in Q4 2019 and held it in 6 quarters.
  • Wealth Quarterback's UnitedHealth position peaked at $469K in Q3 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Wealth Quarterback's 13F filing for Q4 2025, filed 15 Jan 2026.