EWM
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Endowment Wealth Management’s UnitedHealth UNH Stock Holding History

Endowment Wealth Management’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
-650
Closed -$341K – 164
2025
Q1 		$341K Buy
650
+31
+5% +$15.8K 0.22% 89
2024
Q4 		$313K Sell
619
-10
-2% -$5.68K 0.21% 95
2024
Q3 		$368K Sell
629
-8
-1% -$4.53K 0.24% 82
2024
Q2 		$325K Buy
637
+12
+2% +$5.88K 0.24% 90
2024
Q1 		$309K Sell
625
-3
-0.5% -$1.52K 0.23% 91
2023
Q4 		$331K Sell
628
-11
-2% -$5.87K 0.28% 83
2023
Q3 		$322K Buy
639
+25
+4% +$12.3K 0.29% 85
2023
Q2 		$295K Buy
614
+31
+5% +$15.2K 0.27% 97
2023
Q1 		$275K Sell
583
-1
-0.2% -$483 0.28% 92
2022
Q4 		$310K Sell
584
-28
-5% -$14.8K 0.34% 70
2022
Q3 		$309K Sell
612
-4
-0.6% -$2.1K 0.37% 72
2022
Q2 		$316K Buy
616
+19
+3% +$9.54K 0.38% 67
2022
Q1 		$305K Buy
597
+21
+4% +$10.1K 0.32% 72
2021
Q4 		$289K Buy
+576
New +$261K 0.29% 70

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

Endowment Wealth Management's UNH Position: Q2 2025 in Review

Endowment Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 650 shares — an estimated $341K sold.

Endowment Wealth Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $368K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Endowment Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Endowment Wealth Management sold 650 UnitedHealth shares in Q2 2025, an estimated $341K.
  • Endowment Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Endowment Wealth Management's UnitedHealth position peaked at $368K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Endowment Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.