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Centricity Wealth Management’s UnitedHealth UNH Stock Holding History

Centricity 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 		$148K Hold
475
– – 0.12% 92
2025
Q1 		$249K Hold
475
– – 0.23% 64
2024
Q4 		$240K Buy
+475
New +$270K 0.22% 64

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Centricity Wealth Management's UNH Position: Q2 2025 in Review

Centricity Wealth Management held its UnitedHealth (UNH) position steady in Q2 2025 at 475 shares worth $148K. The position accounts for 0.12% of the portfolio, ranked #92.

Centricity Wealth Management first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $249K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Centricity Wealth Management held 475 shares of UnitedHealth worth $148K as of Q2 2025.
  • Centricity Wealth Management left its UnitedHealth share count unchanged in Q2 2025.
  • UnitedHealth made up 0.12% of Centricity Wealth Management's portfolio in Q2 2025, its #92 holding.
  • Centricity Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's UnitedHealth position peaked at $249K in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.