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Blue Barn Wealth’s UnitedHealth UNH Stock Holding History

Blue Barn Wealth’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
-442
Closed -$231K – 166
2025
Q1 		$231K Sell
442
-25
-5% -$12.8K 0.12% 131
2024
Q4 		$236K Sell
467
-160
-26% -$90.9K 0.12% 123
2024
Q3 		$367K Sell
627
-6
-0.9% -$3.39K 0.19% 82
2024
Q2 		$322K Buy
633
+77
+14% +$37.7K 0.18% 86
2024
Q1 		$275K Sell
556
-112
-17% -$56.9K 0.15% 90
2023
Q4 		$352K Sell
668
-48
-7% -$25.6K 0.21% 76
2023
Q3 		$361K Buy
716
+1
+0.1% +$492 0.24% 73
2023
Q2 		$344K Buy
715
+13
+2% +$6.36K 0.22% 78
2023
Q1 		$332K Buy
702
+71
+11% +$34.3K 0.21% 82
2022
Q4 		$335K Buy
631
+25
+4% +$13.2K 0.22% 75
2022
Q3 		$306K Buy
606
+122
+25% +$64.2K 0.22% 71
2022
Q2 		$249K Sell
484
-77
-14% -$38.7K 0.19% 86
2022
Q1 		$286K Buy
561
+14
+3% +$6.75K 0.2% 82
2021
Q4 		$275K Sell
547
-7
-1% -$3.17K 0.19% 85
2021
Q3 		$216K Buy
+554
New +$229K 0.19% 98

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

Blue Barn Wealth's UNH Position: Q2 2025 in Review

Blue Barn Wealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 442 shares — an estimated $231K sold.

Blue Barn Wealth first reported a position in UNH in Q3 2021 and held it in 15 quarters. The position peaked at $367K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Blue Barn Wealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 442 UnitedHealth shares in Q2 2025, an estimated $231K.
  • Blue Barn Wealth first reported a position in UnitedHealth in Q3 2021 and held it in 15 quarters.
  • Blue Barn Wealth's UnitedHealth position peaked at $367K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Blue Barn Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.