BlueSky Wealth Advisors’s UnitedHealth UNH Stock Holding History

BlueSky Wealth 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	-728	Closed	-$381K	–	75
2025 Q1	$381K	Hold	728	–	–	0.06%	58
2024 Q4	$368K	Hold	728	–	–	0.06%	58
2024 Q3	$426K	Hold	728	–	–	0.07%	57
2024 Q2	$371K	Buy	+728	New	+$357K	0.06%	58
2024 Q1	–	Sell	-731	Closed	-$385K	–	55
2023 Q4	$385K	Buy	731 +290	+66%	+$155K	0.07%	54
2023 Q3	$222K	Sell	441 -66	-13%	-$32.5K	0.05%	63
2023 Q2	$244K	Hold	507	–	–	0.05%	67
2023 Q1	$240K	Hold	507	–	–	0.05%	62
2022 Q4	$269K	Buy	507 +9	+2%	+$4.77K	0.06%	58
2022 Q3	$252K	Buy	498 +66	+15%	+$34.7K	0.06%	60
2022 Q2	$222K	Hold	432	–	–	0.05%	60
2022 Q1	$220K	Hold	432	–	–	0.04%	64
2021 Q4	$217K	Buy	+432	New	+$196K	0.04%	68

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

BlueSky Wealth Advisors's UNH Position: Q2 2025 in Review

BlueSky Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 728 shares — an estimated $381K sold.

BlueSky Wealth Advisors first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $426K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

BlueSky Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
BlueSky Wealth Advisors sold 728 UnitedHealth shares in Q2 2025, an estimated $381K.
BlueSky Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
BlueSky Wealth Advisors's UnitedHealth position peaked at $426K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.