CF
UNH icon

Copperwynd Financial’s UnitedHealth UNH Stock Holding History

Copperwynd Financial’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 		$836K Buy
2,680
+410
+18% +$157K 0.21% 91
2025
Q1 		$1.19M Buy
2,270
+139
+7% +$71.1K 0.33% 57
2024
Q4 		$1.08M Buy
2,131
+111
+5% +$63.1K 0.3% 56
2024
Q3 		$1.18M Buy
2,020
+245
+14% +$139K 0.36% 46
2024
Q2 		$1.02M Buy
1,775
+346
+24% +$170K 0.33% 45
2024
Q1 		$707K Buy
1,429
+246
+21% +$125K 0.25% 81
2023
Q4 		$623K Sell
1,183
-2
-0.2% -$1.07K 0.25% 82
2023
Q3 		$597K Sell
1,185
-13
-1% -$6.4K 0.28% 70
2023
Q2 		$576K Sell
1,198
-793
-40% -$388K 0.27% 87
2023
Q1 		$941K Buy
1,991
+37
+2% +$17.9K 0.48% 44
2022
Q4 		$1.04M Sell
1,954
-171
-8% -$90.6K 0.58% 43
2022
Q3 		$1.07M Sell
2,125
-73
-3% -$38.4K 0.62% 36
2022
Q2 		$1.13M Sell
2,198
-164
-7% -$82.4K 0.66% 34
2022
Q1 		$1.21M Sell
2,362
-378
-14% -$182K 0.5% 38
2021
Q4 		$1.38M Buy
2,740
+141
+5% +$63.8K 0.52% 30
2021
Q3 		$1.02M Buy
2,599
+177
+7% +$73.3K 0.42% 36
2021
Q2 		$970K Buy
2,422
+85
+4% +$33.9K 0.41% 36
2021
Q1 		$870K Buy
2,337
+96
+4% +$33.3K 0.39% 35
2020
Q4 		$786K Buy
2,241
+213
+11% +$71.4K 0.38% 39
2020
Q3 		$632K Buy
2,028
+621
+44% +$191K 0.34% 40
2020
Q2 		$415K Sell
1,407
-55
-4% -$15.8K 0.24% 70
2020
Q1 		$365K Buy
1,462
+55
+4% +$15.1K 0.17% 60
2019
Q4 		$414K Hold
1,407
– – 0.22% 90
2019
Q3 		$361K Sell
1,407
-41
-3% -$9.89K 0.21% 92
2019
Q2 		$353K Hold
1,448
– – 0.2% 88
2019
Q1 		$358K Sell
1,448
-29
-2% -$7.4K 0.21% 88
2018
Q4 		$368K Sell
1,477
-4,577
-76% -$1.21M 0.23% 56
2018
Q3 		$1.61M Buy
6,054
+2,763
+84% +$719K 0.98% 22
2018
Q2 		$807K Buy
3,291
+1,528
+87% +$367K 0.57% 19
2018
Q1 		$377K Sell
1,763
-4
-0.2% -$914 0.26% 62
2017
Q4 		$390K Buy
+1,767
New +$374K 0.28% 58

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

Copperwynd Financial's UNH Position: Q2 2025 in Review

Copperwynd Financial increased its UnitedHealth (UNH) stake by 18% in Q2 2025, buying an estimated $157K and bringing the position to 2,680 shares worth $836K. The position accounts for 0.21% of the portfolio, ranked #91.

Copperwynd Financial first reported a position in UNH in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.61M in Q3 2018. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Copperwynd Financial held 2,680 shares of UnitedHealth worth $836K as of Q2 2025.
  • Copperwynd Financial bought 410 UnitedHealth shares in Q2 2025, an estimated $157K.
  • UnitedHealth made up 0.21% of Copperwynd Financial's portfolio in Q2 2025, its #91 holding.
  • Copperwynd Financial first reported a position in UnitedHealth in Q4 2017 and has held it in 31 quarters since.
  • Copperwynd Financial's UnitedHealth position peaked at $1.61M in Q3 2018.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.