Campion Asset Management’s UnitedHealth UNH Stock Holding History

Campion Asset 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	-1,747	Closed	-$915K	–	85
2025 Q1	$915K	Sell	1,747 -70	-4%	-$35.8K	0.71%	28
2024 Q4	$919K	Sell	1,817 -13	-0.7%	-$7.39K	0.69%	26
2024 Q3	$1.07M	Sell	1,830 -37	-2%	-$20.9K	0.79%	22
2024 Q2	$951K	Hold	1,867	–	–	0.75%	24
2024 Q1	$924K	Buy	1,867 +7	+0.4%	+$3.56K	0.71%	24
2023 Q4	$979K	Hold	1,860	–	–	0.83%	22
2023 Q3	$938K	Hold	1,860	–	–	0.87%	23
2023 Q2	$894K	Sell	1,860 -10	-0.5%	-$4.89K	0.8%	25
2023 Q1	$884K	Hold	1,870	–	–	0.83%	24
2022 Q4	$991K	Hold	1,870	–	–	0.97%	23
2022 Q3	$944K	Hold	1,870	–	–	1%	24
2022 Q2	$960K	Hold	1,870	–	–	0.95%	23
2022 Q1	$954K	Sell	1,870 -10	-0.5%	-$4.82K	0.81%	26
2021 Q4	$944K	Hold	1,880	–	–	0.78%	26
2021 Q3	$735K	Hold	1,880	–	–	0.66%	31
2021 Q2	$753K	Hold	1,880	–	–	0.63%	27
2021 Q1	$699K	Buy	+1,880	New	+$651K	0.53%	36

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

Campion Asset Management's UNH Position: Q2 2025 in Review

Campion Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,747 shares — an estimated $915K sold.

Campion Asset Management first reported a position in UNH in Q1 2021 and held it in 17 quarters. The position peaked at $1.07M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Campion Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Campion Asset Management sold 1,747 UnitedHealth shares in Q2 2025, an estimated $915K.
Campion Asset Management first reported a position in UnitedHealth in Q1 2021 and held it in 17 quarters.
Campion Asset Management's UnitedHealth position peaked at $1.07M in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Campion Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.