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UNH icon

Wealthstream Advisors’s UnitedHealth UNH Stock Holding History

Wealthstream 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
Q3 		$677K Buy
1,962
+35
+2% +$10.6K 0.1% 68
2025
Q2 		$601K Buy
1,927
+8
+0.4% +$3.06K 0.1% 75
2025
Q1 		$1.01M Sell
1,919
-20
-1% -$10.2K 0.19% 45
2024
Q4 		$981K Buy
1,939
+129
+7% +$73.3K 0.18% 49
2024
Q3 		$1.06M Sell
1,810
-12
-0.7% -$6.79K 0.19% 43
2024
Q2 		$928K Buy
1,822
+47
+3% +$23K 0.34% 44
2024
Q1 		$878K Sell
1,775
-500
-22% -$254K 0.33% 48
2023
Q4 		$1.2M Buy
2,275
+473
+26% +$252K 0.49% 27
2023
Q3 		$909K Buy
1,802
+473
+36% +$233K 0.47% 26
2023
Q2 		$639K Buy
1,329
+768
+137% +$376K 0.34% 43
2023
Q1 		$265K Buy
561
+65
+13% +$31.4K 0.16% 63
2022
Q4 		$263K Buy
496
+17
+4% +$9.01K 0.17% 61
2022
Q3 		$242K Buy
479
+27
+6% +$14.2K 0.26% 54
2022
Q2 		$232K Buy
452
+19
+4% +$9.54K 0.23% 59
2022
Q1 		$221K Buy
+433
New +$209K 0.19% 63

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

Wealthstream Advisors's UNH Position: Q3 2025 in Review

Wealthstream Advisors increased its UnitedHealth (UNH) stake by 1.8% in Q3 2025, buying an estimated $10.6K and bringing the position to 1,962 shares worth $677K. The position accounts for 0.1% of the portfolio, ranked #68.

Wealthstream Advisors first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.2M in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Wealthstream Advisors held 1,962 shares of UnitedHealth worth $677K as of Q3 2025.
  • Wealthstream Advisors bought 35 UnitedHealth shares in Q3 2025, an estimated $10.6K.
  • UnitedHealth made up 0.1% of Wealthstream Advisors's portfolio in Q3 2025, its #68 holding.
  • Wealthstream Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
  • Wealthstream Advisors's UnitedHealth position peaked at $1.2M in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.