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Consolidated Portfolio Review Corp’s UnitedHealth UNH Stock Holding History

Consolidated Portfolio Review Corp’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
-636
Closed -$333K – 460
2025
Q1 		$333K Sell
636
-609
-49% -$311K 0.05% 285
2024
Q4 		$630K Sell
1,245
-167
-12% -$94.9K 0.1% 206
2024
Q3 		$826K Buy
1,412
+66
+5% +$37.3K 0.18% 141
2024
Q2 		$686K Sell
1,346
-1
-0.1% -$490 0.16% 157
2024
Q1 		$666K Sell
1,347
-201
-13% -$102K 0.17% 135
2023
Q4 		$815K Sell
1,548
-33
-2% -$17.6K 0.19% 124
2023
Q3 		$797K Buy
1,581
+44
+3% +$21.7K 0.19% 129
2023
Q2 		$739K Buy
1,537
+23
+2% +$11.2K 0.18% 133
2023
Q1 		$715K Buy
+1,514
New +$731K 0.19% 123

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

Consolidated Portfolio Review Corp's UNH Position: Q2 2025 in Review

Consolidated Portfolio Review Corp sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 636 shares — an estimated $333K sold.

Consolidated Portfolio Review Corp first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $826K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Consolidated Portfolio Review Corp reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 636 UnitedHealth shares in Q2 2025, an estimated $333K.
  • Consolidated Portfolio Review Corp first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
  • Consolidated Portfolio Review Corp's UnitedHealth position peaked at $826K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2025, filed 18 Jul 2025.