CFO
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Collective Family Office’s UnitedHealth UNH Stock Holding History

Collective Family Office’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
-394
Closed -$206K – 163
2025
Q1 		$206K Sell
394
-550
-58% -$281K 0.06% 153
2024
Q4 		$478K Sell
944
-14
-1% -$7.96K 0.13% 110
2024
Q3 		$560K Sell
958
-212
-18% -$120K 0.15% 101
2024
Q2 		$596K Sell
1,170
-407
-26% -$199K 0.18% 103
2024
Q1 		$780K Buy
1,577
+65
+4% +$33K 0.25% 84
2023
Q4 		$796K Sell
1,512
-34
-2% -$18.1K 0.28% 75
2023
Q3 		$779K Sell
1,546
-14
-0.9% -$6.89K 0.3% 70
2023
Q2 		$750K Hold
1,560
– – 0.29% 74
2023
Q1 		$737K Sell
1,560
-47
-3% -$22.7K 0.3% 76
2022
Q4 		$852K Buy
1,607
+68
+4% +$36K 0.38% 61
2022
Q3 		$777K Sell
1,539
-548
-26% -$288K 0.39% 69
2022
Q2 		$1.07M Hold
2,087
– – 0.46% 61
2022
Q1 		$1.06M Buy
2,087
+6
+0.3% +$2.89K 0.41% 65
2021
Q4 		$1.04M Buy
2,081
+18
+0.9% +$8.15K 0.41% 65
2021
Q3 		$806K Sell
2,063
-36
-2% -$14.9K 0.35% 72
2021
Q2 		$841K Hold
2,099
– – 0.36% 72
2021
Q1 		$781K Buy
2,099
+170
+9% +$58.9K 0.38% 69
2020
Q4 		$676K Buy
+1,929
New +$647K 0.38% 71

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

Collective Family Office's UNH Position: Q2 2025 in Review

Collective Family Office sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 394 shares — an estimated $206K sold.

Collective Family Office first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $1.07M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Collective Family Office reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Collective Family Office sold 394 UnitedHealth shares in Q2 2025, an estimated $206K.
  • Collective Family Office first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Collective Family Office's UnitedHealth position peaked at $1.07M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Collective Family Office's 13F filing for Q2 2025, filed 3 Jul 2025.