EA
UNH icon

Echo45 Advisors’s UnitedHealth UNH Stock Holding History

Echo45 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
-561
Closed -$294K – 56
2025
Q1 		$294K Sell
561
-58
-9% -$29.6K 0.2% 39
2024
Q4 		$318K Buy
619
+38
+7% +$21.6K 0.21% 40
2024
Q3 		$339K Sell
581
-36
-6% -$20.4K 0.22% 36
2024
Q2 		$314K Sell
617
-228
-27% -$112K 0.22% 36
2024
Q1 		$418K Sell
845
-40
-5% -$20.3K 0.3% 28
2023
Q4 		$466K Buy
885
+26
+3% +$13.9K 0.36% 24
2023
Q3 		$433K Sell
859
-64
-7% -$31.5K 0.37% 23
2023
Q2 		$444K Sell
923
-54
-6% -$26.4K 0.37% 22
2023
Q1 		$462K Sell
977
-120
-11% -$57.9K 0.38% 21
2022
Q4 		$582K Sell
1,097
-11
-1% -$5.83K 0.52% 21
2022
Q3 		$560K Sell
1,108
-194
-15% -$102K 0.57% 20
2022
Q2 		$669K Sell
1,302
-573
-31% -$288K 0.63% 20
2022
Q1 		$956K Sell
1,875
-285
-13% -$137K 0.75% 21
2021
Q4 		$1.08M Buy
+2,160
New +$978K 0.87% 17

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

Echo45 Advisors's UNH Position: Q2 2025 in Review

Echo45 Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 561 shares — an estimated $294K sold.

Echo45 Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $1.08M in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Echo45 Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Echo45 Advisors sold 561 UnitedHealth shares in Q2 2025, an estimated $294K.
  • Echo45 Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Echo45 Advisors's UnitedHealth position peaked at $1.08M in Q4 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Echo45 Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.