AWP
UNH icon

Accretive Wealth Partners’s UnitedHealth UNH Stock Holding History

Accretive Wealth Partners’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
-4,421
Closed -$1.74M – 154
2025
Q1 		$1.74M Buy
4,421
+129
+3% +$65.9K 0.62% 54
2024
Q4 		$2.17M Sell
4,292
-15
-0.3% -$8.52K 0.92% 35
2024
Q3 		$2.52M Sell
4,307
-202
-4% -$114K 1.05% 20
2024
Q2 		$2.3M Buy
4,509
+50
+1% +$24.5K 0.96% 28
2024
Q1 		$2.2M Buy
4,459
+22
+0.5% +$11.2K 0.97% 28
2023
Q4 		$2.34M Buy
4,437
+16
+0.4% +$8.53K 1.12% 16
2023
Q3 		$2.23M Buy
4,421
+16
+0.4% +$7.87K 1.33% 16
2023
Q2 		$2.12M Buy
4,405
+52
+1% +$25.4K 1.26% 16
2023
Q1 		$2.06M Buy
4,353
+44
+1% +$21.2K 1.32% 14
2022
Q4 		$2.28M Buy
4,309
+334
+8% +$177K 1.57% 14
2022
Q3 		$2.01M Sell
3,975
-8
-0.2% -$4.21K 1.53% 14
2022
Q2 		$2.05M Sell
3,983
-9
-0.2% -$4.52K 1.49% 15
2022
Q1 		$2.04M Sell
3,992
-37
-0.9% -$17.8K 1.28% 17
2021
Q4 		$2.02M Buy
4,029
+90
+2% +$40.7K 1.29% 17
2021
Q3 		$1.54M Buy
3,939
+144
+4% +$59.6K 1.09% 20
2021
Q2 		$1.52M Buy
3,795
+239
+7% +$95.3K 1.1% 20
2021
Q1 		$1.32M Buy
3,556
+256
+8% +$88.7K 1.19% 18
2020
Q4 		$1.16M Buy
+3,300
New +$1.11M 1.14% 20

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

Accretive Wealth Partners's UNH Position: Q2 2025 in Review

Accretive Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 4,421 shares — an estimated $1.74M sold.

Accretive Wealth Partners first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $2.52M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Accretive Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Accretive Wealth Partners sold 4,421 UnitedHealth shares in Q2 2025, an estimated $1.74M.
  • Accretive Wealth Partners first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Accretive Wealth Partners's UnitedHealth position peaked at $2.52M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Accretive Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.