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Core Wealth Partners’s UnitedHealth UNH Stock Holding History

Core Wealth Partners’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
-2,093
Closed -$1.1M – 187
2025
Q1 		$1.1M Buy
2,093
+797
+61% +$407K 0.64% 39
2024
Q4 		$656K Sell
1,296
-349
-21% -$198K 0.38% 61
2024
Q3 		$962K Buy
1,645
+447
+37% +$253K 0.58% 45
2024
Q2 		$610K Buy
1,198
+154
+15% +$75.5K 0.42% 57
2024
Q1 		$516K Buy
1,044
+40
+4% +$20.3K 0.39% 55
2023
Q4 		$529K Sell
1,004
-18
-2% -$9.6K 0.43% 52
2023
Q3 		$515K Hold
1,022
– – 0.47% 47
2023
Q2 		$491K Buy
+1,022
New +$500K 0.45% 54

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

Core Wealth Partners's UNH Position: Q2 2025 in Review

Core Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,093 shares — an estimated $1.1M sold.

Core Wealth Partners first reported a position in UNH in Q2 2023 and held it in 8 quarters. The position peaked at $1.1M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Core Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Partners sold 2,093 UnitedHealth shares in Q2 2025, an estimated $1.1M.
  • Core Wealth Partners first reported a position in UnitedHealth in Q2 2023 and held it in 8 quarters.
  • Core Wealth Partners's UnitedHealth position peaked at $1.1M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.