AG
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Algert Global’s UnitedHealth UNH Stock Holding History

Algert Global’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
-2,823
Closed -$1.48M – 1356
2025
Q1 		$1.48M Sell
2,823
-352
-11% -$180K 0.04% 690
2024
Q4 		$1.61M Buy
3,175
+160
+5% +$90.9K 0.04% 676
2024
Q3 		$1.76M Buy
+3,015
New +$1.71M 0.05% 598
2023
Q3 		– Sell
-5,435
Closed -$2.61M – 1261
2023
Q2 		$2.61M Buy
5,435
+347
+7% +$170K 0.11% 297
2023
Q1 		$2.4M Hold
5,088
– – 0.11% 280
2022
Q4 		$2.7M Sell
5,088
-146
-3% -$77.3K 0.15% 204
2022
Q3 		$2.64M Sell
5,234
-13
-0.2% -$6.84K 0.16% 190
2022
Q2 		$2.69M Sell
5,247
-592
-10% -$297K 0.2% 104
2022
Q1 		$2.98M Sell
5,839
-38
-0.6% -$18.3K 0.19% 122
2021
Q4 		$2.95M Buy
5,877
+3,676
+167% +$1.66M 0.37% 22
2021
Q3 		$860K Sell
2,201
-363
-14% -$150K 0.11% 308
2021
Q2 		$1.03M Buy
+2,564
New +$1.02M 0.35% 95
2020
Q4 		– Sell
-9,525
Closed -$2.97M – 502
2020
Q3 		$2.97M Buy
9,525
+492
+5% +$151K 0.94% 8
2020
Q2 		$2.66M Buy
9,033
+557
+7% +$160K 0.9% 9
2020
Q1 		$2.11M Sell
8,476
-2,138
-20% -$588K 0.89% 11
2019
Q4 		$3.12M Buy
10,614
+1,846
+21% +$483K 0.93% 7
2019
Q3 		$1.91M Hold
8,768
– – 0.71% 42
2019
Q2 		$2.14M Buy
+8,768
New +$2.11M 0.79% 26
2015
Q3 		– Sell
-9,940
Closed -$1.21M – 352
2015
Q2 		$1.21M Buy
+9,940
New +$1.18M 0.67% 26

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

Algert Global's UNH Position: Q2 2025 in Review

Algert Global sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,823 shares — an estimated $1.48M sold.

Algert Global first reported a position in UNH in Q2 2015 and held it in 19 quarters. The position peaked at $3.12M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Algert Global reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Algert Global sold 2,823 UnitedHealth shares in Q2 2025, an estimated $1.48M.
  • Algert Global first reported a position in UnitedHealth in Q2 2015 and held it in 19 quarters.
  • Algert Global's UnitedHealth position peaked at $3.12M in Q4 2019.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.