AFT Forsyth & Company’s UnitedHealth UNH Stock Holding History

AFT Forsyth & Company’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	-579	Closed	-$303K	–	129
2025 Q1	$303K	Sell	579 -109	-16%	-$55.7K	0.16%	102
2024 Q4	$348K	Hold	688	–	–	0.17%	99
2024 Q3	$402K	Sell	688 -11	-2%	-$6.22K	0.2%	95
2024 Q2	$356K	Buy	699 +175	+33%	+$85.8K	0.17%	106
2024 Q1	$259K	Sell	524 -275	-34%	-$140K	0.15%	122
2023 Q4	$421K	Buy	799 +25	+3%	+$13.3K	0.26%	88
2023 Q3	$390K	Hold	774	–	–	0.29%	88
2023 Q2	$372K	Sell	774 -31	-4%	-$15.2K	0.26%	96
2023 Q1	$380K	Hold	805	–	–	0.29%	99
2022 Q4	$427K	Buy	805 +60	+8%	+$31.8K	0.36%	86
2022 Q3	$376K	Buy	745 +120	+19%	+$63.1K	0.34%	90
2022 Q2	$321K	Hold	625	–	–	0.26%	104
2022 Q1	$319K	Buy	625 +120	+24%	+$57.9K	0.2%	118
2021 Q4	$254K	Buy	+505	New	+$229K	0.13%	137

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AFT Forsyth & Company's UNH Position: Q2 2025 in Review

AFT Forsyth & Company sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 579 shares — an estimated $303K sold.

AFT Forsyth & Company first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $427K in Q4 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

AFT Forsyth & Company reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
AFT Forsyth & Company sold 579 UnitedHealth shares in Q2 2025, an estimated $303K.
AFT Forsyth & Company first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
AFT Forsyth & Company's UnitedHealth position peaked at $427K in Q4 2022.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on AFT Forsyth & Company's 13F filing for Q2 2025, filed 14 Aug 2025.