WT Wealth Management’s UnitedHealth UNH Stock Holding History

WT Wealth 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	-7,448	Closed	-$2.57M	–	146
2025 Q3	$2.57M	Sell	7,448 -358	-5%	-$108K	0.74%	38
2025 Q2	$2.44M	Buy	+7,806	New	+$2.98M	0.72%	42
2023 Q4	–	Sell	-2,594	Closed	-$1.31M	–	123
2023 Q3	$1.31M	Buy	2,594 +154	+6%	+$75.8K	0.56%	47
2023 Q2	$1.17M	Sell	2,440 -70	-3%	-$34.2K	0.49%	61
2023 Q1	$1.19M	Buy	2,510 +54	+2%	+$26.1K	0.51%	62
2022 Q4	$1.3M	Sell	2,456 -41	-2%	-$21.7K	0.63%	53
2022 Q3	$1.26M	Sell	2,497 -9	-0.4%	-$4.73K	0.63%	45
2022 Q2	$1.29M	Buy	+2,506	New	+$1.26M	0.64%	57

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

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

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

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

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

WT Wealth Management's UNH Position: Q4 2025 in Review

WT Wealth Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 7,448 shares — an estimated $2.57M sold.

WT Wealth Management first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $2.57M in Q3 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

WT Wealth Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
WT Wealth Management sold 7,448 UnitedHealth shares in Q4 2025, an estimated $2.57M.
WT Wealth Management first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
WT Wealth Management's UnitedHealth position peaked at $2.57M in Q3 2025.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on WT Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.