1858 Wealth Management’s UnitedHealth UNH Stock Holding History

1858 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 Q2	–	Sell	-574	Closed	-$301K	–	130
2025 Q1	$301K	Sell	574 -37	-6%	-$18.9K	0.25%	74
2024 Q4	$309K	Buy	611 +37	+6%	+$21K	0.24%	84
2024 Q3	$336K	Hold	574	–	–	0.28%	77
2024 Q2	$292K	Sell	574 -63	-10%	-$30.9K	0.24%	80
2024 Q1	$335K	Hold	637	–	–	0.32%	78
2023 Q4	$335K	Buy	+637	New	+$340K	0.32%	78

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1858 Wealth Management's UNH Position: Q2 2025 in Review

1858 Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 574 shares — an estimated $301K sold.

1858 Wealth Management first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $336K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

1858 Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 574 UnitedHealth shares in Q2 2025, an estimated $301K.
1858 Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's UnitedHealth position peaked at $336K in Q3 2024.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.