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BLB&B Advisors’s UnitedHealth UNH Stock Holding History

BLB&B 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
-419
Closed -$219K – 283
2025
Q1 		$219K Sell
419
-28
-6% -$14.3K 0.01% 260
2024
Q4 		$226K Buy
447
+14
+3% +$7.96K 0.01% 249
2024
Q3 		$253K Buy
433
+15
+4% +$8.48K 0.01% 245
2024
Q2 		$213K Sell
418
-1
-0.2% -$490 0.01% 259
2024
Q1 		$207K Sell
419
-147
-26% -$74.7K 0.01% 267
2023
Q4 		$298K Buy
+566
New +$302K 0.02% 213
2022
Q1 		– Sell
-440
Closed -$221K – 260
2021
Q4 		$221K Buy
+440
New +$199K 0.01% 245
2019
Q2 		– Sell
-997
Closed -$247K – 286
2019
Q1 		$247K Sell
997
-201
-17% -$51.3K 0.03% 245
2018
Q4 		$298K Buy
1,198
+66
+6% +$17.4K 0.04% 216
2018
Q3 		$301K Buy
1,132
+10
+0.9% +$2.6K 0.04% 239
2018
Q2 		$275K Hold
1,122
– – 0.04% 250
2018
Q1 		$240K Hold
1,122
– – 0.03% 261
2017
Q4 		$247K Sell
1,122
-96
-8% -$20.3K 0.04% 256
2017
Q3 		$239K Buy
+1,218
New +$235K 0.04% 259

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 $3.38T AUM 44.17% 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

BLB&B Advisors's UNH Position: Q2 2025 in Review

BLB&B Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 419 shares — an estimated $219K sold.

BLB&B Advisors first reported a position in UNH in Q3 2017 and held it in 14 quarters. The position peaked at $301K in Q3 2018. 3,185 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • BLB&B Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • BLB&B Advisors sold 419 UnitedHealth shares in Q2 2025, an estimated $219K.
  • BLB&B Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 14 quarters.
  • BLB&B Advisors's UnitedHealth position peaked at $301K in Q3 2018.
  • 3,185 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on BLB&B Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.