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Burkett Financial Services’s UnitedHealth UNH Stock Holding History

Burkett Financial Services’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
-9
Closed -$4.73K – 251
2025
Q1 		$4.73K Hold
9
– – ﹤0.01% 190
2024
Q4 		$4.55K Hold
9
– – ﹤0.01% 164
2024
Q3 		$5.26K Buy
+9
New +$5.09K ﹤0.01% 150

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

Burkett Financial Services's UNH Position: Q2 2025 in Review

Burkett Financial Services sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 9 shares — an estimated $4.73K sold.

Burkett Financial Services first reported a position in UNH in Q3 2024 and held it in 3 quarters. The position peaked at $5.26K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Burkett Financial Services reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 9 UnitedHealth shares in Q2 2025, an estimated $4.73K.
  • Burkett Financial Services first reported a position in UnitedHealth in Q3 2024 and held it in 3 quarters.
  • Burkett Financial Services's UnitedHealth position peaked at $5.26K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.