Asset Allocation & Management Company’s UnitedHealth UNH Stock Holding History

Asset Allocation & Management Company’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	-900	Closed	-$471K	–	102
2025 Q1	$471K	Hold	900	–	–	0.24%	49
2024 Q4	$455K	Buy	+900	New	+$511K	0.25%	47
2023 Q2	–	Sell	-981	Closed	-$464K	–	95
2023 Q1	$464K	Sell	981 -900	-48%	-$434K	0.19%	69
2022 Q4	$997K	Buy	1,881 +980	+109%	+$519K	0.39%	34
2022 Q3	$455K	Buy	901 +1	+0.1%	+$526	0.19%	71
2022 Q2	$462K	Hold	900	–	–	0.19%	72
2022 Q1	$459K	Hold	900	–	–	0.16%	89
2021 Q4	$452K	Buy	+900	New	+$407K	0.15%	84

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

Asset Allocation & Management Company's UNH Position: Q2 2025 in Review

Asset Allocation & Management Company sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 900 shares — an estimated $471K sold.

Asset Allocation & Management Company first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $997K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Asset Allocation & Management Company reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Asset Allocation & Management Company sold 900 UnitedHealth shares in Q2 2025, an estimated $471K.
Asset Allocation & Management Company first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
Asset Allocation & Management Company's UnitedHealth position peaked at $997K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Asset Allocation & Management Company's 13F filing for Q2 2025, filed 16 Jul 2025.