AGP Franklin’s UnitedHealth UNH Stock Holding History

AGP Franklin’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	-3,857	Closed	-$2.25M	–	89
2025 Q1	$2.25M	Sell	3,857 -2,215	-36%	-$1.13M	1.39%	28
2024 Q4	$3.07M	Buy	+6,072	New	+$3.45M	1.87%	15

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

AGP Franklin's UNH Position: Q2 2025 in Review

AGP Franklin sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,857 shares — an estimated $2.25M sold.

AGP Franklin first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $3.07M in Q4 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

AGP Franklin reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
AGP Franklin sold 3,857 UnitedHealth shares in Q2 2025, an estimated $2.25M.
AGP Franklin first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
AGP Franklin's UnitedHealth position peaked at $3.07M in Q4 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on AGP Franklin's 13F filing for Q2 2025, filed 12 Aug 2025.