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E.S. Barr & Co’s UnitedHealth UNH Stock Holding History

E.S. Barr & Co’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
-425
Closed -$223K – 122
2025
Q1 		$223K Hold
425
– – 0.01% 97
2024
Q4 		$215K Sell
425
-37
-8% -$21K 0.01% 100
2024
Q3 		$270K Buy
462
+31
+7% +$17.5K 0.02% 92
2024
Q2 		$220K Buy
431
+7
+2% +$3.43K 0.01% 90
2024
Q1 		$210K Sell
424
-50
-11% -$25.4K 0.01% 87
2023
Q4 		$250K Buy
+474
New +$253K 0.02% 86
2023
Q3 		– Sell
-424
Closed -$204K – 94
2023
Q2 		$204K Buy
+424
New +$207K 0.02% 91

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

E.S. Barr & Co's UNH Position: Q2 2025 in Review

E.S. Barr & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 425 shares — an estimated $223K sold.

E.S. Barr & Co first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $270K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • E.S. Barr & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • E.S. Barr & Co sold 425 UnitedHealth shares in Q2 2025, an estimated $223K.
  • E.S. Barr & Co first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • E.S. Barr & Co's UnitedHealth position peaked at $270K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on E.S. Barr & Co's 13F filing for Q2 2025, filed 12 Aug 2025.