Caldwell Investment Management’s UnitedHealth UNH Stock Holding History

Caldwell Investment 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	-2,690	Closed	-$1.38M	–	31
2025 Q1	$1.38M	Hold	2,690	–	–	1.02%	20
2024 Q4	$1.36M	Hold	2,690	–	–	0.92%	27
2024 Q3	$1.56M	Hold	2,690	–	–	1.1%	19
2024 Q2	$1.37M	Hold	2,690	–	–	1.03%	22
2024 Q1	$1.33M	Hold	2,690	–	–	0.99%	25
2023 Q4	$1.42M	Hold	2,690	–	–	1.09%	23
2023 Q3	$1.35M	Hold	2,690	–	–	1.31%	16
2023 Q2	$1.28M	Hold	2,690	–	–	0.97%	23
2023 Q1	$1.27M	Sell	2,690 -3,431	-56%	-$1.66M	1.26%	18
2022 Q4	$3.25M	Hold	6,121	–	–	3.43%	8
2022 Q3	$3.12M	Sell	6,121 -1,230	-17%	-$647K	3.79%	8
2022 Q2	$3.78M	Hold	7,351	–	–	3.79%	9
2022 Q1	$3.83M	Sell	7,351 -1,040	-12%	-$502K	3.03%	8
2021 Q4	$4.25M	Buy	+8,391	New	+$3.8M	3.32%	7

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Caldwell Investment Management's UNH Position: Q2 2025 in Review

Caldwell Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,690 shares — an estimated $1.38M sold.

Caldwell Investment Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $4.25M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Caldwell Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Caldwell Investment Management sold 2,690 UnitedHealth shares in Q2 2025, an estimated $1.38M.
Caldwell Investment Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Caldwell Investment Management's UnitedHealth position peaked at $4.25M in Q4 2021.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Caldwell Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.