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Asset Advisors Investment Management’s UnitedHealth UNH Stock Holding History

Asset Advisors Investment Management’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
-1,838
Closed -$963K – 114
2025
Q1 		$963K Sell
1,838
-25
-1% -$12.8K 0.1% 76
2024
Q4 		$942K Hold
1,863
– – 0.1% 77
2024
Q3 		$1.09M Sell
1,863
-37
-2% -$20.9K 0.11% 71
2024
Q2 		$968K Sell
1,900
-22
-1% -$10.8K 0.11% 72
2024
Q1 		$951K Sell
1,922
-451
-19% -$229K 0.11% 66
2023
Q4 		$1.25M Buy
2,373
+18
+0.8% +$9.6K 0.15% 63
2023
Q3 		$1.19M Buy
2,355
+30
+1% +$14.8K 0.16% 66
2023
Q2 		$1.12M Hold
2,325
– – 0.14% 70
2023
Q1 		$1.1M Hold
2,325
– – 0.14% 70
2022
Q4 		$1.23M Hold
2,325
– – 0.16% 66
2022
Q3 		$1.17M Hold
2,325
– – 0.17% 66
2022
Q2 		$1.19M Buy
2,325
+62
+3% +$31.1K 0.16% 63
2022
Q1 		$1.15M Buy
2,263
+63
+3% +$30.4K 0.13% 67
2021
Q4 		$1.1M Hold
2,200
– – 0.11% 66
2021
Q3 		$860K Hold
2,200
– – 0.1% 68
2021
Q2 		$881K Hold
2,200
– – 0.1% 69
2021
Q1 		$828K Sell
2,200
-13
-0.6% -$4.5K 0.1% 69
2020
Q4 		$776K Buy
2,213
+13
+0.6% +$4.36K 0.1% 68
2020
Q3 		$686K Sell
2,200
-1
-0% -$307 0.1% 65
2020
Q2 		$649K Sell
2,201
-600
-21% -$172K 0.1% 68
2020
Q1 		$699K Buy
2,801
+1
+0% +$275 0.13% 70
2019
Q4 		$807K Sell
2,800
-36
-1% -$9.42K 0.12% 74
2019
Q3 		$616K Buy
2,836
+36
+1% +$8.69K 0.1% 73
2019
Q2 		$683K Hold
2,800
– – 0.12% 68
2019
Q1 		$692K Sell
2,800
-900
-24% -$230K 0.12% 68
2018
Q4 		$922K Hold
3,700
– – 0.18% 62
2018
Q3 		$984K Buy
+3,700
New +$962K 0.16% 66

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

Asset Advisors Investment Management's UNH Position: Q2 2025 in Review

Asset Advisors Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,838 shares — an estimated $963K sold.

Asset Advisors Investment Management first reported a position in UNH in Q3 2018 and held it in 27 quarters. The position peaked at $1.25M in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Asset Advisors Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Asset Advisors Investment Management sold 1,838 UnitedHealth shares in Q2 2025, an estimated $963K.
  • Asset Advisors Investment Management first reported a position in UnitedHealth in Q3 2018 and held it in 27 quarters.
  • Asset Advisors Investment Management's UnitedHealth position peaked at $1.25M in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Asset Advisors Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.