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Commons Capital’s UnitedHealth UNH Stock Holding History

Commons Capital’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
-3,454
Closed -$1.81M – 120
2025
Q1 		$1.81M Buy
3,454
+3
+0.1% +$1.53K 1.66% 19
2024
Q4 		$1.75M Buy
3,451
+68
+2% +$38.6K 1.58% 15
2024
Q3 		$1.98M Sell
3,383
-387
-10% -$219K 2.18% 10
2024
Q2 		$1.92M Buy
3,770
+163
+5% +$79.9K 2.31% 10
2024
Q1 		$1.78M Buy
3,607
+57
+2% +$29K 2.6% 10
2023
Q4 		$1.87M Buy
3,550
+81
+2% +$43.2K 2.95% 8
2023
Q3 		$1.75M Buy
3,469
+406
+13% +$200K 3.02% 7
2023
Q2 		$1.47M Buy
3,063
+117
+4% +$57.2K 2.22% 11
2023
Q1 		$1.39M Sell
2,946
-50
-2% -$24.1K 2.23% 9
2022
Q4 		$1.59M Sell
2,996
-5
-0.2% -$2.65K 2.61% 8
2022
Q3 		$1.52M Buy
3,001
+184
+7% +$96.8K 2.4% 9
2022
Q2 		$1.45M Sell
2,817
-12
-0.4% -$6.03K 2.19% 7
2022
Q1 		$1.44M Buy
2,829
+104
+4% +$50.2K 1.56% 10
2021
Q4 		$1.37M Buy
+2,725
New +$1.23M 1.35% 17

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

Commons Capital's UNH Position: Q2 2025 in Review

Commons Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,454 shares — an estimated $1.81M sold.

Commons Capital first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $1.98M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Commons Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Commons Capital sold 3,454 UnitedHealth shares in Q2 2025, an estimated $1.81M.
  • Commons Capital first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Commons Capital's UnitedHealth position peaked at $1.98M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Commons Capital's 13F filing for Q2 2025, filed 29 Jul 2025.