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Advisor Resource Council’s UnitedHealth UNH Stock Holding History

Advisor Resource Council’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
-2,327
Closed -$1.16M – 560
2025
Q1 		$1.16M Buy
+2,327
New +$1.19M 0.09% 220
2024
Q4 		– Sell
-527
Closed -$308K – 259
2024
Q3 		$308K Buy
+527
New +$298K 0.14% 172
2024
Q2 		– Sell
-1,584
Closed -$834K – 215
2024
Q1 		$834K Sell
1,584
-2,975
-65% -$1.51M 0.35% 69
2023
Q4 		$2.4M Buy
4,559
+3,721
+444% +$1.98M 0.28% 84
2023
Q3 		$423K Sell
838
-66
-7% -$32.5K 0.22% 82
2023
Q2 		$434K Sell
904
-4,073
-82% -$1.99M 0.2% 90
2023
Q1 		$2.59M Buy
4,977
+3,793
+320% +$1.83M 0.65% 31
2022
Q4 		$628K Buy
1,184
+6
+0.5% +$3.18K 0.3% 68
2022
Q3 		$595K Sell
1,178
-7,090
-86% -$3.73M 0.4% 66
2022
Q2 		$4.25M Buy
8,268
+5,497
+198% +$2.76M 0.39% 56
2022
Q1 		$1.41M Buy
2,771
+199
+8% +$96K 0.42% 67
2021
Q4 		$1.29M Buy
2,572
+2,018
+364% +$913K 0.1% 200
2021
Q3 		$216K Sell
554
-1,460
-72% -$605K 0.07% 202
2021
Q2 		$806K Buy
+2,014
New +$803K 0.08% 234

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

Advisor Resource Council's UNH Position: Q2 2025 in Review

Advisor Resource Council sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,327 shares — an estimated $1.16M sold.

Advisor Resource Council first reported a position in UNH in Q2 2021 and held it in 14 quarters. The position peaked at $4.25M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Advisor Resource Council reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,327 UnitedHealth shares in Q2 2025, an estimated $1.16M.
  • Advisor Resource Council first reported a position in UnitedHealth in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's UnitedHealth position peaked at $4.25M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.