1900 Wealth Management’s UnitedHealth UNH Stock Holding History

1900 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	-388	Closed	-$203K	–	217
2025 Q1	$203K	Buy	+388	New	+$198K	0.02%	211
2024 Q1	–	Sell	-675	Closed	-$355K	–	288
2023 Q4	$355K	Sell	675 -37	-5%	-$19.7K	0.03%	233
2023 Q3	$359K	Buy	+712	New	+$350K	0.04%	222
2023 Q2	–	Sell	-401	Closed	-$213K	–	259
2023 Q1	$213K	Hold	401	–	–	0.02%	229
2022 Q4	$213K	Buy	401 +4	+1%	+$2.12K	0.02%	222
2022 Q3	$201K	Hold	397	–	–	0.02%	215
2022 Q2	$204K	Sell	397 -96	-19%	-$48.2K	0.02%	217
2022 Q1	$251K	Hold	493	–	–	0.02%	220
2021 Q4	$248K	Buy	+493	New	+$223K	0.02%	215

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

1900 Wealth Management's UNH Position: Q2 2025 in Review

1900 Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 388 shares — an estimated $203K sold.

1900 Wealth Management first reported a position in UNH in Q4 2021 and held it in 9 quarters. The position peaked at $359K in Q3 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

1900 Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
1900 Wealth Management sold 388 UnitedHealth shares in Q2 2025, an estimated $203K.
1900 Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 9 quarters.
1900 Wealth Management's UnitedHealth position peaked at $359K in Q3 2023.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on 1900 Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.