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Advocate Group’s UnitedHealth UNH Stock Holding History

Advocate 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
-6,477
Closed -$3.39M – 123
2025
Q1 		$3.39M Sell
6,477
-1,581
-20% -$808K 0.62% 60
2024
Q4 		$4.08M Sell
8,058
-36
-0.4% -$20.5K 0.77% 53
2024
Q3 		$4.73M Buy
8,094
+194
+2% +$110K 0.86% 50
2024
Q2 		$4.02M Buy
7,900
+217
+3% +$106K 0.81% 54
2024
Q1 		$3.8M Buy
7,683
+120
+2% +$61K 0.76% 57
2023
Q4 		$3.98M Buy
7,563
+65
+0.9% +$34.7K 0.85% 53
2023
Q3 		$3.78M Buy
7,498
+197
+3% +$97K 0.88% 52
2023
Q2 		$3.51M Buy
7,301
+203
+3% +$99.3K 0.77% 53
2023
Q1 		$3.35M Sell
7,098
-27
-0.4% -$13K 0.73% 55
2022
Q4 		$3.78M Buy
7,125
+28
+0.4% +$14.8K 0.81% 52
2022
Q3 		$3.58M Buy
7,097
+68
+1% +$35.8K 0.89% 46
2022
Q2 		$3.61M Buy
+7,029
New +$3.53M 0.84% 47

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

Advocate Group's UNH Position: Q2 2025 in Review

Advocate Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 6,477 shares — an estimated $3.39M sold.

Advocate Group first reported a position in UNH in Q2 2022 and held it in 12 quarters. The position peaked at $4.73M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Advocate Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Advocate Group sold 6,477 UnitedHealth shares in Q2 2025, an estimated $3.39M.
  • Advocate Group first reported a position in UnitedHealth in Q2 2022 and held it in 12 quarters.
  • Advocate Group's UnitedHealth position peaked at $4.73M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Advocate Group's 13F filing for Q2 2025, filed 25 Jul 2025.