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Belmont Capital’s UnitedHealth UNH Stock Holding History

Belmont 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 		$1.79M Sell
5,728
-2,188
-28% -$836K 0.27% 30
2025
Q1 		$4.15M Hold
7,916
– – 0.74% 18
2024
Q4 		$4M Hold
7,916
– – 0.65% 19
2024
Q3 		$4.63M Sell
7,916
-881
-10% -$498K 0.77% 17
2024
Q2 		$4.48M Buy
8,797
+7,864
+843% +$3.85M 0.84% 14
2024
Q1 		$461K Sell
933
-15
-2% -$7.63K 0.13% 61
2023
Q4 		$499K Sell
948
-97
-9% -$51.7K 0.21% 47
2023
Q3 		$527K Buy
1,045
+980
+1,508% +$482K 0.28% 35
2023
Q2 		$31.2K Buy
65
+17
+35% +$8.31K 0.02% 83
2023
Q1 		$22.7K Sell
48
-19
-28% -$9.17K 0.02% 61
2022
Q4 		$36K Hold
67
– – 0.04% 51
2022
Q3 		$34K Buy
67
+50
+294% +$26.3K 0.04% 43
2022
Q2 		$9K Hold
17
– – 0.01% 54
2022
Q1 		$9K Hold
17
– – 0.01% 52
2021
Q4 		$9K Buy
17
+11
+183% +$4.98K 0.01% 58
2021
Q3 		$2K Buy
+6
New +$2.48K ﹤0.01% 71

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

Belmont Capital's UNH Position: Q2 2025 in Review

Belmont Capital reduced its UnitedHealth (UNH) stake by 28% in Q2 2025, selling an estimated $836K and leaving 5,728 shares worth $1.79M. The position accounts for 0.27% of the portfolio, ranked #30.

Belmont Capital first reported a position in UNH in Q3 2021 and has held it in 16 quarters since. The position peaked at $4.63M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Belmont Capital held 5,728 shares of UnitedHealth worth $1.79M as of Q2 2025.
  • Belmont Capital sold 2,188 UnitedHealth shares in Q2 2025, an estimated $836K.
  • UnitedHealth made up 0.27% of Belmont Capital's portfolio in Q2 2025, its #30 holding.
  • Belmont Capital first reported a position in UnitedHealth in Q3 2021 and has held it in 16 quarters since.
  • Belmont Capital's UnitedHealth position peaked at $4.63M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.