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Embree Financial Group’s UnitedHealth UNH Stock Holding History

Embree Financial Group’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
-463
Closed -$242K – 223
2025
Q1 		$242K Sell
463
-5
-1% -$2.56K 0.04% 185
2024
Q4 		$237K Sell
468
-4
-0.8% -$2.27K 0.04% 175
2024
Q3 		$276K Buy
472
+6
+1% +$3.39K 0.05% 159
2024
Q2 		$238K Sell
466
-147
-24% -$72K 0.05% 166
2024
Q1 		$303K Buy
613
+66
+12% +$33.6K 0.06% 153
2023
Q4 		$288K Buy
+547
New +$292K 0.06% 146

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

Embree Financial Group's UNH Position: Q2 2025 in Review

Embree Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 463 shares — an estimated $242K sold.

Embree Financial Group first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $303K in Q1 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Embree Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Embree Financial Group sold 463 UnitedHealth shares in Q2 2025, an estimated $242K.
  • Embree Financial Group first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • Embree Financial Group's UnitedHealth position peaked at $303K in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Embree Financial Group's 13F filing for Q2 2025, filed 16 Jul 2025.