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Ayrshire Capital Management’s UnitedHealth UNH Stock Holding History

Ayrshire Capital Management’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
-11,424
Closed -$5.98M – 49
2025
Q1 		$5.98M Buy
11,424
+192
+2% +$98.2K 2.9% 19
2024
Q4 		$5.68M Buy
11,232
+244
+2% +$139K 2.77% 20
2024
Q3 		$6.42M Buy
10,988
+76
+0.7% +$43K 3.06% 17
2024
Q2 		$5.56M Buy
10,912
+184
+2% +$90.2K 2.83% 18
2024
Q1 		$5.31M Buy
10,728
+794
+8% +$404K 2.87% 19
2023
Q4 		$5.23M Buy
9,934
+189
+2% +$101K 3.02% 18
2023
Q3 		$4.91M Buy
9,745
+17
+0.2% +$8.37K 3.18% 15
2023
Q2 		$4.36M Buy
9,728
+789
+9% +$386K 2.76% 22
2023
Q1 		$4.22M Buy
8,939
+556
+7% +$268K 2.88% 19
2022
Q4 		$4.44M Sell
8,383
-4,080
-33% -$2.16M 3.11% 15
2022
Q3 		$6.29M Buy
12,463
+233
+2% +$123K 4.68% 2
2022
Q2 		$6.28M Sell
12,230
-358
-3% -$180K 4.44% 2
2022
Q1 		$6.42M Sell
12,588
-3,079
-20% -$1.49M 3.78% 5
2021
Q4 		$7.87M Sell
15,667
-9
-0.1% -$4.07K 3.99% 5
2021
Q3 		$6.13M Sell
15,676
-171
-1% -$70.8K 3.47% 8
2021
Q2 		$6.35M Sell
15,847
-109
-0.7% -$43.5K 3.57% 7
2021
Q1 		$5.94M Buy
15,956
+231
+1% +$80K 3.64% 5
2020
Q4 		$5.51M Buy
15,725
+345
+2% +$116K 3.56% 7
2020
Q3 		$4.79M Sell
15,380
-6
-0% -$1.84K 3.52% 6
2020
Q2 		$4.54M Buy
15,386
+2,127
+16% +$609K 3.79% 6
2020
Q1 		$3.31M Sell
13,259
-591
-4% -$163K 3.33% 6
2019
Q4 		$4.07M Buy
+13,850
New +$3.62M 3.37% 3

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ayrshire Capital Management's UNH Position: Q2 2025 in Review

Ayrshire Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 11,424 shares — an estimated $5.98M sold.

Ayrshire Capital Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $7.87M in Q4 2021. 3,182 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Ayrshire Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Ayrshire Capital Management sold 11,424 UnitedHealth shares in Q2 2025, an estimated $5.98M.
  • Ayrshire Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Ayrshire Capital Management's UnitedHealth position peaked at $7.87M in Q4 2021.
  • 3,182 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Ayrshire Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.