BSHC
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Breed's Hill Capital’s UnitedHealth UNH Stock Holding History

Breed's Hill Capital’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 		$224K Sell
718
-292
-29% -$112K 0.11% 124
2025
Q1 		$529K Buy
1,010
+31
+3% +$15.8K 0.29% 56
2024
Q4 		$495K Buy
979
+428
+78% +$243K 0.26% 66
2024
Q3 		$322K Buy
551
+26
+5% +$14.7K 0.26% 65
2024
Q2 		$267K Buy
525
+41
+8% +$20.1K 0.24% 71
2024
Q1 		$239K Sell
484
-21
-4% -$10.7K 0.22% 77
2023
Q4 		$266K Buy
+505
New +$269K 0.26% 62

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

Breed's Hill Capital's UNH Position: Q2 2025 in Review

Breed's Hill Capital reduced its UnitedHealth (UNH) stake by 29% in Q2 2025, selling an estimated $112K and leaving 718 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #124.

Breed's Hill Capital first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $529K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Breed's Hill Capital held 718 shares of UnitedHealth worth $224K as of Q2 2025.
  • Breed's Hill Capital sold 292 UnitedHealth shares in Q2 2025, an estimated $112K.
  • UnitedHealth made up 0.11% of Breed's Hill Capital's portfolio in Q2 2025, its #124 holding.
  • Breed's Hill Capital first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
  • Breed's Hill Capital's UnitedHealth position peaked at $529K in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Breed's Hill Capital's 13F filing for Q2 2025, filed 8 Aug 2025.