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Capital A Wealth Management’s UnitedHealth UNH Stock Holding History

Capital A Wealth 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 		$56.9K Sell
108
-1,003
-90% -$383K 0.64% 46
2025
Q1 		$582K Buy
1,111
+6
+0.5% +$3.07K 0.61% 20
2024
Q4 		$559K Buy
+1,105
New +$628K 0.93% 24

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

Capital A Wealth Management's UNH Position: Q2 2025 in Review

Capital A Wealth Management reduced its UnitedHealth (UNH) stake by 90% in Q2 2025, selling an estimated $383K and leaving 108 shares worth $56.9K. The position accounts for 0.64% of the portfolio, ranked #46.

Capital A Wealth Management first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $582K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Capital A Wealth Management held 108 shares of UnitedHealth worth $56.9K as of Q2 2025.
  • Capital A Wealth Management sold 1,003 UnitedHealth shares in Q2 2025, an estimated $383K.
  • UnitedHealth made up 0.64% of Capital A Wealth Management's portfolio in Q2 2025, its #46 holding.
  • Capital A Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's UnitedHealth position peaked at $582K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.