Aberdeen Wealth Management’s UnitedHealth UNH Stock Holding History

Aberdeen 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	-455	Closed	-$238K	–	172
2025 Q1	$238K	Hold	455	–	–	0.16%	128
2024 Q4	$230K	Hold	455	–	–	0.16%	132
2024 Q3	$266K	Sell	455 -680	-60%	-$385K	0.18%	131
2024 Q2	$578K	Buy	1,135 +680	+149%	+$333K	0.39%	74
2024 Q1	$225K	Hold	455	–	–	0.13%	144
2023 Q4	$240K	Hold	455	–	–	0.17%	132
2023 Q3	$229K	Hold	455	–	–	0.17%	129
2023 Q2	$219K	Hold	455	–	–	0.16%	136
2023 Q1	$215K	Hold	455	–	–	0.16%	136
2022 Q4	$241K	Hold	455	–	–	0.18%	136
2022 Q3	$230K	Hold	455	–	–	0.2%	128
2022 Q2	$234K	Hold	455	–	–	0.19%	130
2022 Q1	$232K	Hold	455	–	–	0.16%	137
2021 Q4	$228K	Buy	+455	New	+$206K	0.15%	134
2021 Q1	–	Sell	-646	Closed	-$227K	–	155
2020 Q4	$227K	Buy	+646	New	+$217K	0.17%	128
2020 Q3	–	Sell	-861	Closed	-$254K	–	149
2020 Q2	$254K	Buy	+861	New	+$247K	0.27%	106
2020 Q1	–	Sell	-813	Closed	-$239K	–	142
2019 Q4	$239K	Buy	+813	New	+$213K	0.18%	125

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

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

Aberdeen Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 455 shares — an estimated $238K sold.

Aberdeen Wealth Management first reported a position in UNH in Q4 2019 and held it in 17 quarters. The position peaked at $578K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Aberdeen Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Aberdeen Wealth Management sold 455 UnitedHealth shares in Q2 2025, an estimated $238K.
Aberdeen Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 17 quarters.
Aberdeen Wealth Management's UnitedHealth position peaked at $578K in Q2 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Aberdeen Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.