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ABLE Financial Group’s UnitedHealth UNH Stock Holding History

ABLE Financial Group’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
-4,481
Closed -$2.35M – 221
2025
Q1 		$2.35M Buy
4,481
+360
+9% +$184K 0.66% 32
2024
Q4 		$2.08M Buy
4,121
+2,259
+121% +$1.28M 0.62% 38
2024
Q3 		$1.09M Sell
1,862
-5
-0.3% -$2.83K 0.34% 53
2024
Q2 		$951K Sell
1,867
-268
-13% -$131K 0.34% 53
2024
Q1 		$1.06M Sell
2,135
-53
-2% -$26.9K 0.41% 47
2023
Q4 		$1.15M Buy
2,188
+133
+6% +$70.9K 0.5% 40
2023
Q3 		$1.04M Sell
2,055
-110
-5% -$54.1K 0.52% 36
2023
Q2 		$1.04M Buy
2,165
+565
+35% +$276K 0.54% 40
2023
Q1 		$756K Buy
+1,600
New +$772K 0.49% 44

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ABLE Financial Group's UNH Position: Q2 2025 in Review

ABLE Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 4,481 shares — an estimated $2.35M sold.

ABLE Financial Group first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $2.35M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • ABLE Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • ABLE Financial Group sold 4,481 UnitedHealth shares in Q2 2025, an estimated $2.35M.
  • ABLE Financial Group first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
  • ABLE Financial Group's UnitedHealth position peaked at $2.35M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on ABLE Financial Group's 13F filing for Q2 2025, filed 14 Jul 2025.