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Asset Planning Services Inc’s UnitedHealth UNH Stock Holding History

Asset Planning Services Inc’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
-12,440
Closed -$6.51M – 35
2025
Q1 		$6.51M Sell
12,440
-240
-2% -$123K 3.31% 13
2024
Q4 		$6.41M Buy
12,680
+215
+2% +$122K 3.13% 12
2024
Q3 		$7.29M Buy
12,465
+150
+1% +$84.8K 3.6% 10
2024
Q2 		$6.27M Sell
12,315
-445
-3% -$218K 3.31% 11
2024
Q1 		$6.31M Sell
12,760
-150
-1% -$76.3K 3.53% 9
2023
Q4 		$6.8M Sell
12,910
-185
-1% -$98.7K 4.13% 6
2023
Q3 		$6.6M Sell
13,095
-1,260
-9% -$620K 4.33% 4
2023
Q2 		$6.9M Sell
14,355
-445
-3% -$218K 4.25% 5
2023
Q1 		$6.99M Sell
14,800
-1,175
-7% -$567K 4.43% 5
2022
Q4 		$8.47M Buy
15,975
+25
+0.2% +$13.2K 5.36% 2
2022
Q3 		$8.05M Sell
15,950
-50
-0.3% -$26.3K 5.66% 2
2022
Q2 		$8.22M Sell
16,000
-60
-0.4% -$30.1K 5.38% 2
2022
Q1 		$8.19M Hold
16,060
– – 4.69% 2
2021
Q4 		$8.06M Sell
16,060
-450
-3% -$204K 4.34% 4
2021
Q3 		$6.45M Hold
16,510
– – 3.81% 7
2021
Q2 		$6.61M Buy
16,510
+85
+0.5% +$33.9K 3.82% 7
2021
Q1 		$6.11M Sell
16,425
-450
-3% -$156K 3.69% 9
2020
Q4 		$5.92M Sell
16,875
-75
-0.4% -$25.1K 3.79% 9
2020
Q3 		$5.29M Hold
16,950
– – 3.62% 10
2020
Q2 		$5M Buy
16,950
+30
+0.2% +$8.6K 3.61% 13
2020
Q1 		$4.22M Buy
16,920
+775
+5% +$213K 3.48% 12
2019
Q4 		$4.75M Buy
16,145
+50
+0.3% +$13.1K 3.02% 21
2019
Q3 		$3.5M Sell
16,095
-630
-4% -$152K 2.27% 28
2019
Q2 		$4.08M Buy
16,725
+800
+5% +$192K 2.66% 24
2019
Q1 		$3.94M Buy
+15,925
New +$4.06M 2.7% 24

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 Planning Services Inc's UNH Position: Q2 2025 in Review

Asset Planning Services Inc sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 12,440 shares — an estimated $6.51M sold.

Asset Planning Services Inc first reported a position in UNH in Q1 2019 and held it in 25 quarters. The position peaked at $8.47M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Asset Planning Services Inc reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Asset Planning Services Inc sold 12,440 UnitedHealth shares in Q2 2025, an estimated $6.51M.
  • Asset Planning Services Inc first reported a position in UnitedHealth in Q1 2019 and held it in 25 quarters.
  • Asset Planning Services Inc's UnitedHealth position peaked at $8.47M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Asset Planning Services Inc's 13F filing for Q2 2025, filed 22 Jul 2025.