Camarda Financial Advisors’s UnitedHealth UNH Stock Holding History

Camarda Financial Advisors’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	-4,325	Closed	-$2.27M	–	119
2025 Q1	$2.27M	Buy	+4,325	New	+$2.21M	1.02%	31
2024 Q1	–	Sell	-395	Closed	-$208K	–	86
2023 Q4	$208K	Buy	+395	New	+$211K	0.09%	77
2019 Q3	–	Sell	-66	Closed	-$16K	–	435
2019 Q2	$16K	Buy	66 +51	+340%	+$12.3K	0.03%	135
2019 Q1	$4K	Buy	+15	New	+$3.83K	0.01%	272
2016 Q2	–	Sell	-39	Closed	-$5K	–	304
2016 Q1	$5K	Buy	+39	New	+$4.61K	﹤0.01%	218
2013 Q3	–	Sell	-52	Closed	-$3K	–	232
2013 Q2	$3K	Buy	+52	New	+$3.23K	﹤0.01%	240

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Camarda Financial Advisors's UNH Position: Q2 2025 in Review

Camarda Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 4,325 shares — an estimated $2.27M sold.

Camarda Financial Advisors first reported a position in UNH in Q2 2013 and held it in 6 quarters. The position peaked at $2.27M in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Camarda Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Camarda Financial Advisors sold 4,325 UnitedHealth shares in Q2 2025, an estimated $2.27M.
Camarda Financial Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 6 quarters.
Camarda Financial Advisors's UnitedHealth position peaked at $2.27M in Q1 2025.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Camarda Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.