Barnes Pettey Financial Advisors’s UnitedHealth UNH Stock Holding History

Barnes Pettey Financial Advisors’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	-700	Closed	-$367K	–	113
2025 Q1	$367K	Hold	700	–	–	0.29%	66
2024 Q4	$354K	Hold	700	–	–	0.27%	65
2024 Q3	$409K	Sell	700 -35	-5%	-$19.8K	0.33%	56
2024 Q2	$374K	Hold	735	–	–	0.32%	55
2024 Q1	$364K	Sell	735 -3	-0.4%	-$1.52K	0.31%	57
2023 Q4	$389K	Buy	738 +3	+0.4%	+$1.6K	0.32%	61
2023 Q3	$371K	Hold	735	–	–	0.34%	62
2023 Q2	$353K	Hold	735	–	–	0.31%	62
2023 Q1	$347K	Sell	735 -8	-1%	-$3.86K	0.33%	64
2022 Q4	$394K	Sell	743 -24	-3%	-$12.7K	0.41%	58
2022 Q3	$387K	Sell	767 -6	-0.8%	-$3.15K	0.53%	50
2022 Q2	$397K	Buy	773 +27	+4%	+$13.6K	0.51%	55
2022 Q1	$380K	Hold	746	–	–	0.46%	56
2021 Q4	$375K	Buy	+746	New	+$338K	0.43%	55

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

Barnes Pettey Financial Advisors's UNH Position: Q2 2025 in Review

Barnes Pettey Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 700 shares — an estimated $367K sold.

Barnes Pettey Financial Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $409K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Barnes Pettey Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 700 UnitedHealth shares in Q2 2025, an estimated $367K.
Barnes Pettey Financial Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Barnes Pettey Financial Advisors's UnitedHealth position peaked at $409K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.