AWAG
UNH icon

ARS Wealth Advisors Group’s UnitedHealth UNH Stock Holding History

ARS Wealth Advisors 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
-28,650
Closed -$15M – 196
2025
Q1 		$15M Buy
28,650
+1,004
+4% +$513K 2.12% 20
2024
Q4 		$14M Buy
27,646
+165
+0.6% +$93.8K 1.92% 22
2024
Q3 		$16.1M Buy
27,481
+515
+2% +$291K 1.97% 21
2024
Q2 		$13.7M Buy
26,966
+848
+3% +$416K 1.78% 21
2024
Q1 		$12.9M Buy
26,118
+3,835
+17% +$1.95M 1.74% 21
2023
Q4 		$11.7M Buy
22,283
+19,708
+765% +$10.5M 1.74% 22
2023
Q3 		$1.3M Sell
2,575
-32
-1% -$15.7K 0.21% 59
2023
Q2 		$1.25M Buy
2,607
+164
+7% +$80.2K 0.2% 57
2023
Q1 		$1.15M Sell
2,443
-123
-5% -$59.4K 0.21% 51
2022
Q4 		$1.36M Sell
2,566
-50
-2% -$26.5K 0.22% 58
2022
Q3 		$1.32M Sell
2,616
-44
-2% -$23.1K 0.2% 65
2022
Q2 		$1.37M Buy
2,660
+325
+14% +$163K 0.19% 76
2022
Q1 		$1.19M Sell
2,335
-99
-4% -$47.7K 0.21% 52
2021
Q4 		$1.22M Sell
2,434
-285
-10% -$129K 0.21% 48
2021
Q3 		$1.06M Buy
+2,719
New +$1.13M 0.19% 51

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

ARS Wealth Advisors Group's UNH Position: Q2 2025 in Review

ARS Wealth Advisors Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 28,650 shares — an estimated $15M sold.

ARS Wealth Advisors Group first reported a position in UNH in Q3 2021 and held it in 15 quarters. The position peaked at $16.1M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • ARS Wealth Advisors Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 28,650 UnitedHealth shares in Q2 2025, an estimated $15M.
  • ARS Wealth Advisors Group first reported a position in UnitedHealth in Q3 2021 and held it in 15 quarters.
  • ARS Wealth Advisors Group's UnitedHealth position peaked at $16.1M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2025, filed 10 Jul 2025.