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Wood Tarver Financial Group’s UnitedHealth UNH Stock Holding History

Wood Tarver Financial Group’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 		– Sell
-234
Closed -$72K – 611
2025
Q2 		$72K Buy
234
+114
+95% +$43.6K 0.02% 253
2025
Q1 		$62.9K Sell
120
-25
-17% -$12.8K 0.02% 255
2024
Q4 		$73K Buy
+145
New +$82.4K 0.02% 225

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

Wood Tarver Financial Group's UNH Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 234 shares — an estimated $72K sold.

Wood Tarver Financial Group first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $73K in Q4 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 234 UnitedHealth shares in Q3 2025, an estimated $72K.
  • Wood Tarver Financial Group first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's UnitedHealth position peaked at $73K in Q4 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.