626 Financial’s UnitedHealth UNH Stock Holding History

626 Financial’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	-583	Closed	-$306K	–	117
2025 Q1	$306K	Sell	583 -1,350	-70%	-$690K	0.16%	82
2024 Q4	$978K	Buy	1,933 +1	+0.1%	+$568	0.53%	32
2024 Q3	$1.13M	Sell	1,932 -168	-8%	-$95K	0.63%	30
2024 Q2	$1.07M	Sell	2,100 -36	-2%	-$17.6K	0.62%	28
2024 Q1	$1.06M	Buy	2,136 +1	+0%	+$508	0.64%	30
2023 Q4	$1.12M	Sell	2,135 -89	-4%	-$47.5K	0.74%	27
2023 Q3	$1.12M	Buy	2,224 +1	+0%	+$492	0.76%	28
2023 Q2	$1.07M	Sell	2,223 -422	-16%	-$206K	0.68%	30
2023 Q1	$1.25M	Buy	2,645 +56	+2%	+$27K	0.83%	26
2022 Q4	$1.37M	Buy	2,589 +201	+8%	+$106K	0.95%	26
2022 Q3	$1.21M	Buy	2,388 +1	+0%	+$526	0.98%	27
2022 Q2	$1.22M	Buy	2,387 +35	+1%	+$17.6K	0.93%	24
2022 Q1	$1.2M	Sell	2,352 -32	-1%	-$15.4K	0.77%	25
2021 Q4	$1.2M	Buy	+2,384	New	+$1.08M	0.73%	26
2021 Q1	$1.2M	Buy	+2,352	New	+$815K	0.77%	25

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

626 Financial's UNH Position: Q2 2025 in Review

626 Financial sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 583 shares — an estimated $306K sold.

626 Financial first reported a position in UNH in Q1 2021 and held it in 15 quarters. The position peaked at $1.37M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

626 Financial reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
626 Financial sold 583 UnitedHealth shares in Q2 2025, an estimated $306K.
626 Financial first reported a position in UnitedHealth in Q1 2021 and held it in 15 quarters.
626 Financial's UnitedHealth position peaked at $1.37M in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on 626 Financial's 13F filing for Q2 2025, filed 23 Jul 2025.