Ceredex Value Advisors’s UnitedHealth UNH Stock Holding History

Ceredex Value Advisors’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	-103,335	Closed	-$54.1M	–	194
2025 Q1	$54.1M	Sell	103,335 -1,902	-2%	-$972K	1.18%	21
2024 Q4	$53.2M	Buy	+105,237	New	+$59.8M	1.07%	25
2019 Q1	–	Sell	-133,853	Closed	-$33.3M	–	177
2018 Q4	$33.3M	Sell	133,853 -250,229	-65%	-$66.1M	0.45%	82
2018 Q3	$102M	Sell	384,082 -31,013	-7%	-$8.07M	1.15%	21
2018 Q2	$102M	Sell	415,095 -30,459	-7%	-$7.31M	1.16%	13
2018 Q1	$95.3M	Buy	+445,554	New	+$102M	1.13%	13

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ceredex Value Advisors's UNH Position: Q2 2025 in Review

Ceredex Value Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 103,335 shares — an estimated $54.1M sold.

Ceredex Value Advisors first reported a position in UNH in Q1 2018 and held it in 6 quarters. The position peaked at $102M in Q3 2018. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Ceredex Value Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Ceredex Value Advisors sold 103,335 UnitedHealth shares in Q2 2025, an estimated $54.1M.
Ceredex Value Advisors first reported a position in UnitedHealth in Q1 2018 and held it in 6 quarters.
Ceredex Value Advisors's UnitedHealth position peaked at $102M in Q3 2018.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Ceredex Value Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.