Davidson Investment Advisors’s UnitedHealth UNH Stock Holding History

Davidson Investment 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	-32,059	Closed	-$16.8M	–	124
2025 Q1	$16.8M	Buy	32,059 +13,202	+70%	+$6.75M	0.83%	52
2024 Q4	$9.54M	Buy	+18,857	New	+$10.7M	0.46%	72
2017 Q3	–	Sell	-550	Closed	-$101K	–	182
2017 Q2	$101K	Hold	550	–	–	0.01%	116
2017 Q1	$90K	Sell	550 -454	-45%	-$74.4K	0.01%	123
2016 Q4	$160K	Buy	1,004 +50	+5%	+$7.47K	0.02%	108
2016 Q3	$133K	Hold	954	–	–	0.02%	109
2016 Q2	$134K	Hold	954	–	–	0.02%	109
2016 Q1	$122K	Buy	954 +879	+1,172%	+$104K	0.02%	146
2015 Q4	$8K	Buy	+75	New	+$8.77K	﹤0.01%	205

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

Davidson Investment Advisors's UNH Position: Q2 2025 in Review

Davidson Investment Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 32,059 shares — an estimated $16.8M sold.

Davidson Investment Advisors first reported a position in UNH in Q4 2015 and held it in 9 quarters. The position peaked at $16.8M in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Davidson Investment Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Davidson Investment Advisors sold 32,059 UnitedHealth shares in Q2 2025, an estimated $16.8M.
Davidson Investment Advisors first reported a position in UnitedHealth in Q4 2015 and held it in 9 quarters.
Davidson Investment Advisors's UnitedHealth position peaked at $16.8M in Q1 2025.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Davidson Investment Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.