Autumn Glory Partners’s UnitedHealth UNH Stock Holding History

Autumn Glory Partners’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	-500	Closed	-$262K	–	199
2025 Q1	$262K	Hold	500	–	–	0.13%	151
2024 Q4	$253K	Sell	500 -707	-59%	-$402K	0.12%	153
2024 Q3	$707K	Buy	1,207 +662	+121%	+$374K	0.27%	96
2024 Q2	$278K	Sell	545 -140	-20%	-$68.6K	0.14%	138
2024 Q1	$339K	Hold	685	–	–	0.17%	116
2023 Q4	$356K	Hold	685	–	–	0.2%	110
2023 Q3	$345K	Hold	685	–	–	0.21%	103
2023 Q2	$329K	Buy	+685	New	+$335K	0.24%	96
2023 Q1	–	Sell	-1,370	Closed	-$726K	–	179
2022 Q4	$726K	Buy	1,370 +685	+100%	+$363K	0.39%	79
2022 Q3	$346K	Sell	685 -75	-10%	-$39.4K	0.23%	100
2022 Q2	$390K	Buy	+760	New	+$382K	0.29%	87
2022 Q1	–	Sell	-1,270	Closed	-$638K	–	223
2021 Q4	$638K	Buy	+1,270	New	+$575K	0.27%	94

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

Autumn Glory Partners's UNH Position: Q2 2025 in Review

Autumn Glory Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 500 shares — an estimated $262K sold.

Autumn Glory Partners first reported a position in UNH in Q4 2021 and held it in 12 quarters. The position peaked at $726K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Autumn Glory Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Autumn Glory Partners sold 500 UnitedHealth shares in Q2 2025, an estimated $262K.
Autumn Glory Partners first reported a position in UnitedHealth in Q4 2021 and held it in 12 quarters.
Autumn Glory Partners's UnitedHealth position peaked at $726K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Autumn Glory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.