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David Wealth Management’s UnitedHealth UNH Stock Holding History

David Wealth Management’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
-430
Closed -$225K – 57
2025
Q1 		$225K Buy
430
+2
+0.5% +$1.02K 0.19% 47
2024
Q4 		$217K Buy
+428
New +$243K 0.18% 47

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

David Wealth Management's UNH Position: Q2 2025 in Review

David Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 430 shares — an estimated $225K sold.

David Wealth Management first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • David Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • David Wealth Management sold 430 UnitedHealth shares in Q2 2025, an estimated $225K.
  • David Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • David Wealth Management's UnitedHealth position peaked at $225K in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.