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Cutter & Co Brokerage’s UnitedHealth UNH Stock Holding History

Cutter & Co Brokerage’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
-3,963
Closed -$2.08M – 157
2025
Q1 		$2.08M Buy
+3,963
New +$2.03M 0.49% 44
2024
Q4 		– Sell
-482
Closed -$282K – 227
2024
Q3 		$282K Sell
482
-207
-30% -$117K 0.06% 148
2024
Q2 		$351K Sell
689
-14
-2% -$6.86K 0.09% 126
2024
Q1 		$348K Sell
703
-500
-42% -$254K 0.09% 125
2023
Q4 		$633K Sell
1,203
-73
-6% -$38.9K 0.18% 81
2023
Q3 		$643K Sell
1,276
-78
-6% -$38.4K 0.19% 77
2023
Q2 		$651K Sell
1,354
-22
-2% -$10.8K 0.19% 75
2023
Q1 		$650K Buy
1,376
+553
+67% +$267K 0.2% 82
2022
Q4 		$436K Sell
823
-15
-2% -$7.95K 0.15% 104
2022
Q3 		$423K Buy
838
+162
+24% +$85.2K 0.16% 107
2022
Q2 		$347K Buy
676
+16
+2% +$8.04K 0.12% 141
2022
Q1 		$337K Buy
660
+210
+47% +$101K 0.1% 152
2021
Q4 		$226K Buy
+450
New +$204K 0.06% 232
2019
Q4 		– Sell
-1,373
Closed -$299K – 297
2019
Q3 		$299K Buy
1,373
+1
+0.1% +$241 0.1% 202
2019
Q2 		$335K Buy
1,372
+385
+39% +$92.6K 0.11% 200
2019
Q1 		$244K Buy
+987
New +$252K 0.07% 232
2018
Q4 		– Sell
-781
Closed -$208K – 291
2018
Q3 		$208K Buy
+781
New +$203K 0.07% 245

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

Cutter & Co Brokerage's UNH Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,963 shares — an estimated $2.08M sold.

Cutter & Co Brokerage first reported a position in UNH in Q3 2018 and held it in 17 quarters. The position peaked at $2.08M in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 3,963 UnitedHealth shares in Q2 2025, an estimated $2.08M.
  • Cutter & Co Brokerage first reported a position in UnitedHealth in Q3 2018 and held it in 17 quarters.
  • Cutter & Co Brokerage's UnitedHealth position peaked at $2.08M in Q1 2025.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.