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Bourgeon Capital Management’s UnitedHealth UNH Stock Holding History

Bourgeon Capital Management’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
-22,106
Closed -$11.6M – 121
2025
Q1 		$11.6M Sell
22,106
-255
-1% -$130K 2.49% 12
2024
Q4 		$11.3M Buy
22,361
+2,650
+13% +$1.51M 2.11% 16
2024
Q3 		$11.5M Buy
19,711
+14,316
+265% +$8.1M 2.22% 16
2024
Q2 		$2.75M Sell
5,395
-1,286
-19% -$630K 0.54% 46
2024
Q1 		$3.31M Buy
6,681
+1,455
+28% +$740K 0.65% 46
2023
Q4 		$2.75M Buy
5,226
+4,150
+386% +$2.21M 0.61% 47
2023
Q3 		$543K Sell
1,076
-250
-19% -$123K 0.13% 68
2023
Q2 		$637K Buy
1,326
+1,250
+1,645% +$611K 0.15% 68
2023
Q1 		$35.9K Hold
76
– – 0.01% 163
2022
Q4 		$40.3K Buy
76
+50
+192% +$26.5K 0.01% 163
2022
Q3 		$13K Hold
26
– – ﹤0.01% 207
2022
Q2 		$13K Hold
26
– – ﹤0.01% 213
2022
Q1 		$13K Hold
26
– – ﹤0.01% 221
2021
Q4 		$13K Hold
26
– – ﹤0.01% 210
2021
Q3 		$10K Hold
26
– – ﹤0.01% 232
2021
Q2 		$10K Hold
26
– – ﹤0.01% 233
2021
Q1 		$10K Hold
26
– – ﹤0.01% 228
2020
Q4 		$9K Sell
26
-8
-24% -$2.68K ﹤0.01% 222
2020
Q3 		$11K Buy
34
+8
+31% +$2.46K ﹤0.01% 216
2020
Q2 		$8K Hold
26
– – ﹤0.01% 200
2020
Q1 		$6K Buy
+26
New +$7.16K ﹤0.01% 206
2013
Q4 		– Sell
-3,500
Closed -$251K – 102
2013
Q3 		$251K Buy
+3,500
New +$250K 0.17% 88

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 $3.37T AUM 44.26% 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

Bourgeon Capital Management's UNH Position: Q2 2025 in Review

Bourgeon Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 22,106 shares — an estimated $11.6M sold.

Bourgeon Capital Management first reported a position in UNH in Q3 2013 and held it in 22 quarters. The position peaked at $11.6M in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Bourgeon Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Bourgeon Capital Management sold 22,106 UnitedHealth shares in Q2 2025, an estimated $11.6M.
  • Bourgeon Capital Management first reported a position in UnitedHealth in Q3 2013 and held it in 22 quarters.
  • Bourgeon Capital Management's UnitedHealth position peaked at $11.6M in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Bourgeon Capital Management's 13F filing for Q2 2025, filed 18 Jul 2025.