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Eagle Strategies’s UnitedHealth UNH Stock Holding History

Eagle Strategies’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
-538
Closed -$282K – 232
2025
Q1 		$282K Buy
538
+22
+4% +$11.2K 0.05% 186
2024
Q4 		$261K Buy
516
+8
+2% +$4.54K 0.05% 190
2024
Q3 		$297K Sell
508
-49
-9% -$27.7K 0.05% 167
2024
Q2 		$284K Sell
557
-1,253
-69% -$614K 0.05% 172
2024
Q1 		$895K Sell
1,810
-306
-14% -$156K 0.2% 116
2023
Q4 		$1.11M Sell
2,116
-10
-0.5% -$5.33K 0.24% 81
2023
Q3 		$1.07M Buy
2,126
+91
+4% +$44.8K 0.26% 79
2023
Q2 		$978K Buy
2,035
+12
+0.6% +$5.87K 0.24% 86
2023
Q1 		$956K Buy
2,023
+1,538
+317% +$742K 0.24% 78
2022
Q4 		$257K Buy
+485
New +$257K 0.08% 148

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

Eagle Strategies's UNH Position: Q2 2025 in Review

Eagle Strategies sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 538 shares — an estimated $282K sold.

Eagle Strategies first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $1.11M in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Eagle Strategies reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Eagle Strategies sold 538 UnitedHealth shares in Q2 2025, an estimated $282K.
  • Eagle Strategies first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • Eagle Strategies's UnitedHealth position peaked at $1.11M in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Eagle Strategies's 13F filing for Q2 2025, filed 23 Jul 2025.