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Woodard & Company Asset Management Group’s UnitedHealth UNH Stock Holding History

Woodard & Company Asset Management 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
Q4 		– Sell
-645
Closed -$223K – 180
2025
Q3 		$223K Sell
645
-4,322
-87% -$1.31M 0.04% 100
2025
Q2 		$1.55M Buy
+4,967
New +$1.9M 0.28% 50
2018
Q4 		– Sell
-90
Closed -$24K – 213
2018
Q3 		$24K Hold
90
– – 0.02% 119
2018
Q2 		$22.1K Buy
+90
New +$21.6K 0.02% 114

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

Woodard & Company Asset Management Group's UNH Position: Q4 2025 in Review

Woodard & Company Asset Management Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 645 shares — an estimated $223K sold.

Woodard & Company Asset Management Group first reported a position in UNH in Q2 2018 and held it in 4 quarters. The position peaked at $1.55M in Q2 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Woodard & Company Asset Management Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 645 UnitedHealth shares in Q4 2025, an estimated $223K.
  • Woodard & Company Asset Management Group first reported a position in UnitedHealth in Q2 2018 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's UnitedHealth position peaked at $1.55M in Q2 2025.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2025, filed 2 Feb 2026.