AWM Capital’s UnitedHealth UNH Stock Holding History

AWM Capital’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	-561	Closed	-$294K	–	107
2025 Q1	$294K	Buy	561 +112	+25%	+$57.3K	0.03%	85
2024 Q4	$227K	Buy	449 +65	+17%	+$36.9K	0.03%	92
2024 Q3	$225K	Buy	+384	New	+$217K	0.03%	88

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

AWM Capital's UNH Position: Q2 2025 in Review

AWM Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 561 shares — an estimated $294K sold.

AWM Capital first reported a position in UNH in Q3 2024 and held it in 3 quarters. The position peaked at $294K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

AWM Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
AWM Capital sold 561 UnitedHealth shares in Q2 2025, an estimated $294K.
AWM Capital first reported a position in UnitedHealth in Q3 2024 and held it in 3 quarters.
AWM Capital's UnitedHealth position peaked at $294K in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on AWM Capital's 13F filing for Q2 2025, filed 22 Jul 2025.