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Carolinas Wealth Consulting’s UnitedHealth UNH Stock Holding History

Carolinas Wealth Consulting’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
-2,046
Closed -$1.07M – 883
2025
Q1 		$1.07M Sell
2,046
-30
-1% -$15.3K 0.23% 61
2024
Q4 		$1.05M Sell
2,076
-68
-3% -$38.6K 0.21% 64
2024
Q3 		$1.25M Sell
2,144
-75
-3% -$42.4K 0.23% 59
2024
Q2 		$1.13M Sell
2,219
-135
-6% -$66.2K 0.22% 63
2024
Q1 		$1.16M Buy
2,354
+79
+3% +$40.2K 0.23% 59
2023
Q4 		$1.2M Sell
2,275
-190
-8% -$101K 0.26% 53
2023
Q3 		$1.32M Sell
2,465
-342
-12% -$168K 0.33% 46
2023
Q2 		$1.35M Sell
2,807
-256
-8% -$125K 0.27% 58
2023
Q1 		$1.45M Buy
3,063
+126
+4% +$60.8K 0.31% 53
2022
Q4 		$1.56M Sell
2,937
-79
-3% -$41.8K 0.35% 50
2022
Q3 		$1.52M Sell
3,016
-32
-1% -$16.8K 0.39% 44
2022
Q2 		$1.56M Buy
3,048
+120
+4% +$60.3K 0.39% 45
2022
Q1 		$1.49M Sell
2,928
-108
-4% -$52.1K 0.33% 46
2021
Q4 		$1.52M Sell
3,036
-19
-0.6% -$8.6K 0.33% 44
2021
Q3 		$1.19M Sell
3,055
-112
-4% -$46.4K 0.28% 48
2021
Q2 		$1.27M Sell
3,167
-3
-0.1% -$1.2K 0.28% 47
2021
Q1 		$1.18M Buy
3,170
+107
+3% +$37.1K 0.29% 45
2020
Q4 		$1.07M Sell
3,063
-133
-4% -$44.6K 0.29% 46
2020
Q3 		$996K Buy
3,196
+588
+23% +$181K 0.34% 45
2020
Q2 		$769K Sell
2,608
-147
-5% -$42.1K 0.3% 45
2020
Q1 		$686K Buy
2,755
+638
+30% +$176K 0.37% 43
2019
Q4 		$617K Buy
+2,117
New +$554K 0.64% 33

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

Carolinas Wealth Consulting's UNH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,046 shares — an estimated $1.07M sold.

Carolinas Wealth Consulting first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $1.56M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,046 UnitedHealth shares in Q2 2025, an estimated $1.07M.
  • Carolinas Wealth Consulting first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's UnitedHealth position peaked at $1.56M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.