AW
UNH icon

Alaethes Wealth’s UnitedHealth UNH Stock Holding History

Alaethes Wealth’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
-4,763
Closed -$2.49M – 117
2025
Q1 		$2.49M Buy
4,763
+116
+2% +$59.3K 0.91% 32
2024
Q4 		$2.35M Buy
4,647
+33
+0.7% +$18.8K 0.84% 33
2024
Q3 		$2.7M Sell
4,614
-163
-3% -$92.2K 1% 23
2024
Q2 		$2.43M Buy
4,777
+130
+3% +$63.7K 1.01% 25
2024
Q1 		$2.3M Sell
4,647
-130
-3% -$66.1K 1% 29
2023
Q4 		$2.51M Buy
4,777
+131
+3% +$69.9K 1.19% 19
2023
Q3 		$2.34M Buy
4,646
+171
+4% +$84.2K 1.28% 15
2023
Q2 		$2.15M Buy
4,475
+32
+0.7% +$15.6K 1.18% 16
2023
Q1 		$2.1M Buy
4,443
+253
+6% +$122K 1.23% 14
2022
Q4 		$2.22M Buy
4,190
+46
+1% +$24.4K 1.53% 10
2022
Q3 		$2.09M Buy
4,144
+99
+2% +$52.1K 1.54% 10
2022
Q2 		$2.08M Sell
4,045
-108
-3% -$54.2K 1.54% 10
2022
Q1 		$2.12M Sell
4,153
-464
-10% -$224K 1.35% 12
2021
Q4 		$2.32M Sell
4,617
-92
-2% -$41.6K 1.46% 11
2021
Q3 		$1.84M Buy
4,709
+281
+6% +$116K 1.34% 16
2021
Q2 		$1.77M Sell
4,428
-241
-5% -$96.1K 1.37% 17
2021
Q1 		$1.74M Buy
+4,669
New +$1.62M 1.61% 12

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

Alaethes Wealth's UNH Position: Q2 2025 in Review

Alaethes Wealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 4,763 shares — an estimated $2.49M sold.

Alaethes Wealth first reported a position in UNH in Q1 2021 and held it in 17 quarters. The position peaked at $2.7M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Alaethes Wealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Alaethes Wealth sold 4,763 UnitedHealth shares in Q2 2025, an estimated $2.49M.
  • Alaethes Wealth first reported a position in UnitedHealth in Q1 2021 and held it in 17 quarters.
  • Alaethes Wealth's UnitedHealth position peaked at $2.7M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alaethes Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.