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Aveo Capital Partners’s UnitedHealth UNH Stock Holding History

Aveo Capital 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
-543
Closed -$212K – 144
2025
Q1 		$212K Sell
543
-1,169
-68% -$598K 0.04% 169
2024
Q4 		$866K Sell
1,712
-356
-17% -$202K 0.09% 143
2024
Q3 		$1.21M Buy
2,068
+108
+6% +$61.1K 0.13% 117
2024
Q2 		$998K Sell
1,960
-167
-8% -$81.9K 0.11% 129
2024
Q1 		$1.05M Sell
2,127
-37
-2% -$18.8K 0.11% 139
2023
Q4 		$1.14M Buy
2,164
+416
+24% +$222K 0.14% 120
2023
Q3 		$881K Sell
1,748
-6
-0.3% -$2.95K 0.12% 135
2023
Q2 		$843K Buy
1,754
+118
+7% +$57.7K 0.11% 144
2023
Q1 		$773K Buy
1,636
+54
+3% +$26.1K 0.1% 142
2022
Q4 		$839K Buy
1,582
+260
+20% +$138K 0.13% 127
2022
Q3 		$668K Buy
1,322
+111
+9% +$58.4K 0.12% 134
2022
Q2 		$622K Buy
1,211
+109
+10% +$54.7K 0.1% 152
2022
Q1 		$562K Sell
1,102
-107
-9% -$51.6K 0.1% 165
2021
Q4 		$607K Buy
1,209
+30
+3% +$13.6K 0.11% 157
2021
Q3 		$461K Sell
1,179
-15
-1% -$6.21K 0.1% 164
2021
Q2 		$478K Buy
1,194
+48
+4% +$19.1K 0.11% 169
2021
Q1 		$426K Buy
+1,146
New +$397K 0.11% 155
2020
Q4 		– Sell
-803
Closed -$250K – 168
2020
Q3 		$250K Buy
+803
New +$247K 0.09% 167
2018
Q4 		– Sell
-803
Closed -$211K – 149
2018
Q3 		$211K Sell
803
-134
-14% -$34.9K 0.09% 129
2018
Q2 		$230K Sell
937
-208
-18% -$49.9K 0.1% 124
2018
Q1 		$245K Buy
1,145
+154
+16% +$35.2K 0.1% 117
2017
Q4 		$218K Sell
991
-91
-8% -$19.3K 0.07% 132
2017
Q3 		$212K Sell
1,082
-25
-2% -$4.83K 0.07% 124
2017
Q2 		$205K Buy
+1,107
New +$194K 0.07% 121
2017
Q1 		– Sell
-1,963
Closed -$314K – 225
2016
Q4 		$314K Buy
+1,963
New +$293K 0.09% 140

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

Aveo Capital Partners's UNH Position: Q2 2025 in Review

Aveo Capital Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 543 shares — an estimated $212K sold.

Aveo Capital Partners first reported a position in UNH in Q4 2016 and held it in 25 quarters. The position peaked at $1.21M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Aveo Capital Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 543 UnitedHealth shares in Q2 2025, an estimated $212K.
  • Aveo Capital Partners first reported a position in UnitedHealth in Q4 2016 and held it in 25 quarters.
  • Aveo Capital Partners's UnitedHealth position peaked at $1.21M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.