11 Capital Partners’s UnitedHealth UNH Stock Holding History

11 Capital Partners’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 Q2	–	Sell	-15,700	Closed	-$8.22M	–	19
2025 Q1	$8.22M	Sell	15,700 -11,450	-42%	-$5.85M	2.73%	15
2024 Q4	$13.7M	Buy	27,150 +2,100	+8%	+$1.19M	5.52%	8
2024 Q3	$14.6M	Sell	25,050 -11,250	-31%	-$6.36M	5.81%	9
2024 Q2	$18.5M	Sell	36,300 -2,000	-5%	-$980K	7.17%	6
2024 Q1	$18.9M	Buy	38,300 +7,238	+23%	+$3.68M	6.11%	6
2023 Q4	$16.4M	Sell	31,062 -685	-2%	-$365K	5.59%	6
2023 Q3	$16M	Sell	31,747 -4,339	-12%	-$2.14M	7.44%	7
2023 Q2	$17.3M	Buy	36,086 +1,764	+5%	+$863K	7.22%	4
2023 Q1	$16.2M	Buy	34,322 +12,300	+56%	+$5.94M	8%	7
2022 Q4	$11.7M	Sell	22,022 -2,664	-11%	-$1.41M	7.35%	7
2022 Q3	$12.5M	Buy	+24,686	New	+$13M	5.76%	9

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

11 Capital Partners's UNH Position: Q2 2025 in Review

11 Capital Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 15,700 shares — an estimated $8.22M sold.

11 Capital Partners first reported a position in UNH in Q3 2022 and held it in 11 quarters. The position peaked at $18.9M in Q1 2024. 3,182 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

11 Capital Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
11 Capital Partners sold 15,700 UnitedHealth shares in Q2 2025, an estimated $8.22M.
11 Capital Partners first reported a position in UnitedHealth in Q3 2022 and held it in 11 quarters.
11 Capital Partners's UnitedHealth position peaked at $18.9M in Q1 2024.
3,182 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on 11 Capital Partners's 13F filing for Q2 2025, filed 14 Aug 2025.