EPW
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Endeavor Private Wealth’s UnitedHealth UNH Stock Holding History

Endeavor Private Wealth’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
-834
Closed -$437K – 142
2025
Q1 		$437K Buy
834
+629
+307% +$322K 0.24% 83
2024
Q4 		$104K Buy
+205
New +$116K 0.1% 87

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

Endeavor Private Wealth's UNH Position: Q2 2025 in Review

Endeavor Private Wealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 834 shares — an estimated $437K sold.

Endeavor Private Wealth first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $437K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Endeavor Private Wealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Endeavor Private Wealth sold 834 UnitedHealth shares in Q2 2025, an estimated $437K.
  • Endeavor Private Wealth first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Endeavor Private Wealth's UnitedHealth position peaked at $437K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Endeavor Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.