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Congress Wealth Management’s UnitedHealth UNH Stock Holding History

Congress 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 		$13M Buy
41,639
+10,503
+34% +$4.01M 0.13% 192
2025
Q1 		$16.3M Buy
31,136
+9,564
+44% +$4.89M 0.2% 135
2024
Q4 		$10.9M Sell
21,572
-30,171
-58% -$17.1M 0.15% 185
2024
Q3 		$30.3M Buy
51,743
+8,345
+19% +$4.72M 0.4% 61
2024
Q2 		$22.1M Buy
43,398
+12,763
+42% +$6.26M 0.35% 65
2024
Q1 		$15.2M Sell
30,635
-25,865
-46% -$13.1M 0.26% 111
2023
Q4 		$29.7M Buy
56,500
+1,982
+4% +$1.06M 0.55% 39
2023
Q3 		$27.5M Buy
54,518
+415
+0.8% +$204K 0.57% 35
2023
Q2 		$26M Buy
54,103
+375
+0.7% +$183K 0.6% 37
2023
Q1 		$25.4M Buy
53,728
+1,003
+2% +$484K 0.61% 32
2022
Q4 		$28M Sell
52,725
-80
-0.2% -$42.4K 0.72% 25
2022
Q3 		$26.7M Buy
52,805
+714
+1% +$375K 0.72% 26
2022
Q2 		$26.8M Sell
52,091
-2,802
-5% -$1.41M 0.68% 29
2022
Q1 		$28M Buy
54,893
+678
+1% +$327K 0.61% 33
2021
Q4 		$27.2M Buy
+54,215
New +$24.5M 0.54% 45

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 $3.37T AUM 44.26% 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

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

Congress Wealth Management increased its UnitedHealth (UNH) stake by 34% in Q2 2025, buying an estimated $4.01M and bringing the position to 41,639 shares worth $13M. The position accounts for 0.13% of the portfolio, ranked #192.

Congress Wealth Management first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $30.3M in Q3 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Congress Wealth Management held 41,639 shares of UnitedHealth worth $13M as of Q2 2025.
  • Congress Wealth Management bought 10,503 UnitedHealth shares in Q2 2025, an estimated $4.01M.
  • UnitedHealth made up 0.13% of Congress Wealth Management's portfolio in Q2 2025, its #192 holding.
  • Congress Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's UnitedHealth position peaked at $30.3M in Q3 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.