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ERn Financial LLC’s UnitedHealth UNH Stock Holding History

ERn Financial LLC’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
-2,632
Closed -$1.38M – 182
2025
Q1 		$1.38M Sell
2,632
-181
-6% -$92.5K 0.22% 76
2024
Q4 		$1.42M Buy
2,813
+113
+4% +$64.2K 0.21% 78
2024
Q3 		$1.58M Sell
2,700
-62
-2% -$35.1K 0.24% 74
2024
Q2 		$1.41M Sell
2,762
-22
-0.8% -$10.8K 0.23% 74
2024
Q1 		$1.38M Buy
2,784
+25
+0.9% +$12.7K 0.24% 76
2023
Q4 		$1.42M Buy
2,759
+128
+5% +$68.3K 0.27% 69
2023
Q3 		$1.33M Buy
2,631
+202
+8% +$99.4K 0.29% 73
2023
Q2 		$1.17M Buy
2,429
+34
+1% +$16.6K 0.24% 78
2023
Q1 		$1.13M Buy
2,395
+33
+1% +$15.9K 0.25% 75
2022
Q4 		$1.25M Buy
2,362
+132
+6% +$69.9K 0.29% 70
2022
Q3 		$1.13M Sell
2,230
-102
-4% -$53.6K 0.29% 69
2022
Q2 		$1.2M Buy
2,332
+887
+61% +$445K 0.29% 68
2022
Q1 		$737K Buy
1,445
+750
+108% +$362K 0.16% 83
2021
Q4 		$349K Sell
695
-149
-18% -$67.4K 0.08% 116
2021
Q3 		$330K Buy
+844
New +$350K 0.08% 107

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

ERn Financial LLC's UNH Position: Q2 2025 in Review

ERn Financial LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,632 shares — an estimated $1.38M sold.

ERn Financial LLC first reported a position in UNH in Q3 2021 and held it in 15 quarters. The position peaked at $1.58M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • ERn Financial LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • ERn Financial LLC sold 2,632 UnitedHealth shares in Q2 2025, an estimated $1.38M.
  • ERn Financial LLC first reported a position in UnitedHealth in Q3 2021 and held it in 15 quarters.
  • ERn Financial LLC's UnitedHealth position peaked at $1.58M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.