Edgemoor Investment Advisors’s UnitedHealth UNH Stock Holding History

Edgemoor 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	-530	Closed	-$278K	–	174
2025 Q1	$278K	Hold	530	–	–	0.03%	141
2024 Q4	$268K	Sell	530 -11	-2%	-$6.25K	0.02%	144
2024 Q3	$316K	Sell	541 -85	-14%	-$48.1K	0.03%	136
2024 Q2	$319K	Sell	626 -4	-0.6%	-$1.96K	0.03%	130
2024 Q1	$312K	Sell	630 -20	-3%	-$10.2K	0.03%	134
2023 Q4	$342K	Buy	650 +15	+2%	+$8K	0.04%	126
2023 Q3	$320K	Buy	635 +80	+14%	+$39.4K	0.04%	124
2023 Q2	$267K	Hold	555	–	–	0.03%	136
2023 Q1	$262K	Buy	+555	New	+$268K	0.03%	134

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

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

Edgemoor Investment Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 530 shares — an estimated $278K sold.

Edgemoor Investment Advisors first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $342K in Q4 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Edgemoor Investment Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Edgemoor Investment Advisors sold 530 UnitedHealth shares in Q2 2025, an estimated $278K.
Edgemoor Investment Advisors first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
Edgemoor Investment Advisors's UnitedHealth position peaked at $342K in Q4 2023.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.