Corient IA’s UnitedHealth UNH Stock Holding History

Corient IA’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	-1,000	Closed	-$524K	–	320
2025 Q1	$524K	Buy	+1,000	New	+$511K	0.37%	96

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Corient IA's UNH Position: Q2 2025 in Review

Corient IA sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,000 shares — an estimated $524K sold.

Corient IA first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $524K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Corient IA reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Corient IA sold 1,000 UnitedHealth shares in Q2 2025, an estimated $524K.
Corient IA first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
Corient IA's UnitedHealth position peaked at $524K in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Corient IA's 13F filing for Q2 2025, filed 14 Aug 2025.