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Carderock Capital Management’s UnitedHealth UNH Stock Holding History

Carderock Capital 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
-10,361
Closed -$5.43M – 140
2025
Q1 		$5.43M Sell
10,361
-677
-6% -$346K 1.44% 39
2024
Q4 		$5.58M Sell
11,038
-376
-3% -$214K 1.4% 40
2024
Q3 		$6.67M Buy
11,414
+964
+9% +$545K 1.58% 38
2024
Q2 		$5.32M Sell
10,450
-62
-0.6% -$30.4K 1.39% 40
2024
Q1 		$5.2M Sell
10,512
-3,292
-24% -$1.67M 1.46% 36
2023
Q4 		$7.27M Buy
13,804
+191
+1% +$102K 2.01% 26
2023
Q3 		$6.86M Sell
13,613
-342
-2% -$168K 2.3% 15
2023
Q2 		$6.71M Buy
13,955
+566
+4% +$277K 2.08% 24
2023
Q1 		$6.33M Buy
13,389
+3,312
+33% +$1.6M 2.21% 14
2022
Q4 		$5.34M Buy
+10,077
New +$5.34M 2.22% 18
2022
Q1 		– Sell
-525
Closed -$264K – 80
2021
Q4 		$264K Sell
525
-15
-3% -$6.79K 0.06% 72
2021
Q3 		$211K Sell
540
-4,392
-89% -$1.82M 0.06% 73
2021
Q2 		$1.98M Sell
4,932
-7,038
-59% -$2.81M 0.54% 57
2021
Q1 		$4.45M Sell
11,970
-537
-4% -$186K 1.33% 39
2020
Q4 		$4.39M Sell
12,507
-143
-1% -$47.9K 1.32% 37
2020
Q3 		$3.94M Buy
12,650
+180
+1% +$55.3K 1.33% 36
2020
Q2 		$3.68M Sell
12,470
-55
-0.4% -$15.8K 1.36% 38
2020
Q1 		$3.12M Buy
12,525
+1
+0% +$275 1.43% 38
2019
Q4 		$3.68M Buy
12,524
+383
+3% +$100K 1.24% 42
2019
Q3 		$2.64M Buy
12,141
+115
+1% +$27.7K 0.97% 46
2019
Q2 		$2.93M Buy
12,026
+7,117
+145% +$1.71M 1.11% 45
2019
Q1 		$1.21M Buy
4,909
+213
+5% +$54.3K 0.5% 54
2018
Q4 		$1.17M Sell
4,696
-6
-0.1% -$1.58K 0.6% 47
2018
Q3 		$1.25M Buy
4,702
+213
+5% +$55.4K 0.49% 56
2018
Q2 		$1.1M Buy
+4,489
New +$1.08M 0.48% 55

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

Carderock Capital Management's UNH Position: Q2 2025 in Review

Carderock Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 10,361 shares — an estimated $5.43M sold.

Carderock Capital Management first reported a position in UNH in Q2 2018 and held it in 25 quarters. The position peaked at $7.27M in Q4 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Carderock Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Carderock Capital Management sold 10,361 UnitedHealth shares in Q2 2025, an estimated $5.43M.
  • Carderock Capital Management first reported a position in UnitedHealth in Q2 2018 and held it in 25 quarters.
  • Carderock Capital Management's UnitedHealth position peaked at $7.27M in Q4 2023.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Carderock Capital Management's 13F filing for Q2 2025, filed 10 Jul 2025.