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Davidson Capital Management’s UnitedHealth UNH Stock Holding History

Davidson Capital 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
-6,077
Closed -$3.18M – 84
2025
Q1 		$3.18M Buy
6,077
+201
+3% +$103K 0.86% 20
2024
Q4 		$2.97M Buy
5,876
+289
+5% +$164K 0.78% 44
2024
Q3 		$3.27M Sell
5,587
-652
-10% -$369K 0.94% 25
2024
Q2 		$3.18M Buy
6,239
+1,704
+38% +$835K 0.98% 27
2024
Q1 		$2.24M Buy
4,535
+79
+2% +$40.2K 0.72% 46
2023
Q4 		$2.35M Buy
4,456
+99
+2% +$52.8K 0.85% 35
2023
Q3 		$2.2M Buy
4,357
+1,353
+45% +$666K 1.09% 9
2023
Q2 		$1.44M Buy
3,004
+27
+0.9% +$13.2K 0.72% 44
2023
Q1 		$1.41M Buy
2,977
+229
+8% +$111K 0.85% 28
2022
Q4 		$1.46M Sell
2,748
-1
-0% -$530 1% 15
2022
Q3 		$1.39M Buy
2,749
+113
+4% +$59.4K 0.68% 12
2022
Q2 		$1.35M Sell
2,636
-320
-11% -$161K 0.64% 13
2022
Q1 		$1.51M Sell
2,956
-259
-8% -$125K 0.56% 18
2021
Q4 		$1.61M Buy
3,215
+96
+3% +$43.5K 0.88% 18
2021
Q3 		$1.22M Buy
3,119
+103
+3% +$42.7K 0.61% 50
2021
Q2 		$1.21M Sell
3,016
-298
-9% -$119K 0.58% 55
2021
Q1 		$1.23M Sell
3,314
-3,963
-54% -$1.37M 0.64% 21
2020
Q4 		$2.55M Sell
7,277
-384
-5% -$129K 1.44% 10
2020
Q3 		$2.39M Buy
7,661
+198
+3% +$60.8K 1.52% 7
2020
Q2 		$2.2M Buy
7,463
+371
+5% +$106K 1.94% 9
2020
Q1 		$1.77M Buy
7,092
+2,497
+54% +$687K 2.52% 5
2019
Q4 		$1.35M Buy
+4,595
New +$1.2M 1.07% 12

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

Davidson Capital Management's UNH Position: Q2 2025 in Review

Davidson Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 6,077 shares — an estimated $3.18M sold.

Davidson Capital Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $3.27M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Davidson Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Davidson Capital Management sold 6,077 UnitedHealth shares in Q2 2025, an estimated $3.18M.
  • Davidson Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Davidson Capital Management's UnitedHealth position peaked at $3.27M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Davidson Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.