WFMPM
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Woodley Farra Manion Portfolio Management’s UnitedHealth UNH Stock Holding History

Woodley Farra Manion Portfolio 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
Q4 		– Sell
-840
Closed -$290K – 124
2025
Q3 		$290K Buy
+840
New +$254K 0.01% 98
2025
Q2 		– Sell
-1,201
Closed -$629K – 122
2025
Q1 		$629K Sell
1,201
-106,598
-99% -$54.5M 0.03% 75
2024
Q4 		$54.5M Buy
107,799
+787
+0.7% +$447K 2.72% 16
2024
Q3 		$62.6M Buy
107,012
+659
+0.6% +$373K 3.15% 17
2024
Q2 		$54.2M Buy
106,353
+3,405
+3% +$1.67M 2.94% 19
2024
Q1 		$50.9M Buy
102,948
+2,377
+2% +$1.21M 2.8% 20
2023
Q4 		$52.9M Buy
100,571
+1,648
+2% +$879K 3.16% 16
2023
Q3 		$49.9M Buy
98,923
+3,066
+3% +$1.51M 3.32% 12
2023
Q2 		$46.1M Buy
95,857
+2,586
+3% +$1.26M 2.97% 17
2023
Q1 		$44.1M Buy
93,271
+3,723
+4% +$1.8M 3% 19
2022
Q4 		$47.5M Sell
89,548
-27,778
-24% -$14.7M 3.44% 12
2022
Q3 		$59.3M Sell
117,326
-1,579
-1% -$830K 4.81% 2
2022
Q2 		$61.1M Buy
118,905
+449
+0.4% +$225K 4.99% 1
2022
Q1 		$60.4M Buy
118,456
+617
+0.5% +$298K 4.5% 3
2021
Q4 		$59.2M Buy
117,839
+5,345
+5% +$2.42M 4.12% 8
2021
Q3 		$44M Sell
112,494
-7,297
-6% -$3.02M 3.64% 10
2021
Q2 		$48M Sell
119,791
-646
-0.5% -$258K 3.71% 10
2021
Q1 		$44.8M Buy
120,437
+759
+0.6% +$263K 3.74% 10
2020
Q4 		$42M Buy
+119,678
New +$40.1M 3.73% 10
2020
Q3 		– Sell
-580
Closed -$171K – 372
2020
Q2 		$171K Sell
580
-20
-3% -$5.73K 0.02% 81
2020
Q1 		$150K Buy
600
+20
+3% +$5.5K 0.02% 91
2019
Q4 		$171K Buy
+580
New +$152K 0.02% 94
2018
Q4 		– Sell
-916
Closed -$244K – 82
2018
Q3 		$244K Hold
916
– – 0.03% 76
2018
Q2 		$225K Buy
+916
New +$220K 0.03% 78
2018
Q1 		– Sell
-916
Closed -$202K – 86
2017
Q4 		$202K Buy
+916
New +$194K 0.02% 83

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

Woodley Farra Manion Portfolio Management's UNH Position: Q4 2025 in Review

Woodley Farra Manion Portfolio Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 840 shares — an estimated $290K sold.

Woodley Farra Manion Portfolio Management first reported a position in UNH in Q4 2017 and held it in 25 quarters. The position peaked at $62.6M in Q3 2024. 3,297 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Woodley Farra Manion Portfolio Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 840 UnitedHealth shares in Q4 2025, an estimated $290K.
  • Woodley Farra Manion Portfolio Management first reported a position in UnitedHealth in Q4 2017 and held it in 25 quarters.
  • Woodley Farra Manion Portfolio Management's UnitedHealth position peaked at $62.6M in Q3 2024.
  • 3,297 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q4 2025, filed 12 Feb 2026.