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CSM Advisors’s UnitedHealth UNH Stock Holding History

CSM Advisors’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
-746
Closed -$390K – 381
2025
Q1 		$390K Sell
746
-5
-0.7% -$2.56K 0.02% 112
2024
Q4 		$379K Buy
751
+179
+31% +$102K 0.02% 110
2024
Q3 		$335K Buy
572
+91
+19% +$51.5K 0.02% 114
2024
Q2 		$244K Sell
481
-17
-3% -$8.33K 0.02% 124
2024
Q1 		$246K Hold
498
– – 0.02% 133
2023
Q4 		$262K Hold
498
– – 0.02% 135
2023
Q3 		$251K Hold
498
– – 0.02% 129
2023
Q2 		$239K Sell
498
-35
-7% -$17.1K 0.02% 143
2023
Q1 		$251K Hold
533
– – 0.02% 138
2022
Q4 		$282K Buy
533
+22
+4% +$11.7K 0.03% 128
2022
Q3 		$258K Buy
511
+65
+15% +$34.2K 0.03% 126
2022
Q2 		$229K Buy
+446
New +$224K 0.02% 121

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

CSM Advisors's UNH Position: Q2 2025 in Review

CSM Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 746 shares — an estimated $390K sold.

CSM Advisors first reported a position in UNH in Q2 2022 and held it in 12 quarters. The position peaked at $390K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • CSM Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • CSM Advisors sold 746 UnitedHealth shares in Q2 2025, an estimated $390K.
  • CSM Advisors first reported a position in UnitedHealth in Q2 2022 and held it in 12 quarters.
  • CSM Advisors's UnitedHealth position peaked at $390K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on CSM Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.