AAS
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AdviceOne Advisory Services’s UnitedHealth UNH Stock Holding History

AdviceOne Advisory Services’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
-540
Closed -$283K – 35
2025
Q1 		$283K Sell
540
-26
-5% -$13.3K 0.23% 23
2024
Q4 		$286K Buy
+566
New +$322K 0.25% 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

AdviceOne Advisory Services's UNH Position: Q2 2025 in Review

AdviceOne Advisory Services sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 540 shares — an estimated $283K sold.

AdviceOne Advisory Services first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $286K in Q4 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • AdviceOne Advisory Services reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • AdviceOne Advisory Services sold 540 UnitedHealth shares in Q2 2025, an estimated $283K.
  • AdviceOne Advisory Services first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • AdviceOne Advisory Services's UnitedHealth position peaked at $286K in Q4 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on AdviceOne Advisory Services's 13F filing for Q2 2025, filed 25 Jul 2025.