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Bordeaux Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bordeaux 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 		$380K Sell
1,218
-294
-19% -$112K 0.05% 109
2025
Q1 		$792K Sell
1,512
-135
-8% -$69K 0.15% 65
2024
Q4 		$833K Buy
1,647
+51
+3% +$29K 0.13% 66
2024
Q3 		$933K Buy
1,596
+338
+27% +$191K 0.17% 59
2024
Q2 		$641K Buy
1,258
+11
+0.9% +$5.39K 0.12% 71
2024
Q1 		$617K Sell
1,247
-548
-31% -$279K 0.2% 51
2023
Q4 		$945K Buy
1,795
+293
+20% +$156K 0.32% 40
2023
Q3 		$757K Buy
1,502
+245
+19% +$121K 0.31% 40
2023
Q2 		$604K Buy
1,257
+17
+1% +$8.31K 0.25% 48
2023
Q1 		$586K Buy
1,240
+80
+7% +$38.6K 0.3% 51
2022
Q4 		$615K Sell
1,160
-122
-10% -$64.6K 0.34% 43
2022
Q3 		$647K Buy
1,282
+157
+14% +$82.6K 0.41% 41
2022
Q2 		$578K Buy
1,125
+427
+61% +$214K 0.4% 43
2022
Q1 		$356K Buy
698
+102
+17% +$49.2K 0.19% 64
2021
Q4 		$299K Buy
+596
New +$270K 0.14% 79

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

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

Bordeaux Wealth Advisors reduced its UnitedHealth (UNH) stake by 19% in Q2 2025, selling an estimated $112K and leaving 1,218 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #109.

Bordeaux Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $945K in Q4 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Bordeaux Wealth Advisors held 1,218 shares of UnitedHealth worth $380K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 294 UnitedHealth shares in Q2 2025, an estimated $112K.
  • UnitedHealth made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #109 holding.
  • Bordeaux Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • Bordeaux Wealth Advisors's UnitedHealth position peaked at $945K in Q4 2023.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.