WFA Asset Management’s UnitedHealth UNH Stock Holding History

WFA Asset 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 Q3	$109K	Buy	187 +1	+0.5%	+$302	0.06%	71
2025 Q2	$94.7K	Sell	186 -79	-30%	-$30.2K	0.05%	74
2025 Q1	$131K	Buy	265 +78	+42%	+$39.9K	0.07%	66
2024 Q4	$94.8K	Hold	187	–	–	0.05%	80
2024 Q3	$109K	Buy	187 +1	+0.5%	+$566	0.06%	71
2024 Q2	$94.7K	Sell	186 -79	-30%	-$38.7K	0.05%	74
2024 Q1	$131K	Buy	265 +81	+44%	+$41.2K	0.07%	66
2023 Q4	$97.1K	Sell	184 -4	-2%	-$2.13K	0.05%	69
2023 Q3	$94.7K	Buy	188 +5	+3%	+$2.46K	0.06%	71
2023 Q2	$88K	Buy	183 +1	+0.5%	+$489	0.05%	75
2023 Q1	$86.2K	Hold	182	–	–	0.05%	78
2022 Q4	$96.3K	Sell	182 -176	-49%	-$93.2K	0.06%	72
2022 Q3	$181K	Buy	358 +1	+0.3%	+$526	0.13%	46
2022 Q2	$183K	Buy	357 +1	+0.3%	+$502	0.13%	48
2022 Q1	$181K	Buy	356 +1	+0.3%	+$482	0.12%	51
2021 Q4	$178K	Buy	+355	New	+$161K	0.12%	51

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFA Asset Management's UNH Position: Q3 2025 in Review

WFA Asset Management increased its UnitedHealth (UNH) stake by 0.54% in Q3 2025, buying an estimated $302 and bringing the position to 187 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #71.

WFA Asset Management first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $183K in Q2 2022. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

WFA Asset Management held 187 shares of UnitedHealth worth $109K as of Q3 2025.
WFA Asset Management bought 1 UnitedHealth share in Q3 2025, an estimated $302.
UnitedHealth made up 0.06% of WFA Asset Management's portfolio in Q3 2025, its #71 holding.
WFA Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
WFA Asset Management's UnitedHealth position peaked at $183K in Q2 2022.
3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.