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UNH icon

Brogan Financial’s UnitedHealth UNH Stock Holding History

Brogan Financial’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
-819
Closed -$429K – 62
2025
Q1 		$429K Buy
819
+27
+3% +$13.8K 0.21% 33
2024
Q4 		$401K Buy
792
+53
+7% +$30.1K 0.2% 34
2024
Q3 		$432K Buy
739
+25
+4% +$14.1K 0.25% 30
2024
Q2 		$364K Buy
714
+19
+3% +$9.31K 0.23% 31
2024
Q1 		$344K Buy
695
+302
+77% +$154K 0.23% 33
2023
Q4 		$207K Buy
+393
New +$210K 0.15% 42
2023
Q1 		– Sell
-392
Closed -$208K – 39
2022
Q4 		$208K Buy
+392
New +$208K 0.19% 37

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

Brogan Financial's UNH Position: Q2 2025 in Review

Brogan Financial sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 819 shares — an estimated $429K sold.

Brogan Financial first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $432K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Brogan Financial reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Brogan Financial sold 819 UnitedHealth shares in Q2 2025, an estimated $429K.
  • Brogan Financial first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
  • Brogan Financial's UnitedHealth position peaked at $432K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Brogan Financial's 13F filing for Q2 2025, filed 8 Aug 2025.