ECM
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Exchange Capital Management’s UnitedHealth UNH Stock Holding History

Exchange Capital 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 		$261K Buy
838
+15
+2% +$5.73K 0.04% 194
2025
Q1 		$431K Sell
823
-20
-2% -$10.2K 0.07% 165
2024
Q4 		$426K Buy
+843
New +$479K 0.07% 164

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Exchange Capital Management's UNH Position: Q2 2025 in Review

Exchange Capital Management increased its UnitedHealth (UNH) stake by 1.8% in Q2 2025, buying an estimated $5.73K and bringing the position to 838 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #194.

Exchange Capital Management first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $431K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Exchange Capital Management held 838 shares of UnitedHealth worth $261K as of Q2 2025.
  • Exchange Capital Management bought 15 UnitedHealth shares in Q2 2025, an estimated $5.73K.
  • UnitedHealth made up 0.04% of Exchange Capital Management's portfolio in Q2 2025, its #194 holding.
  • Exchange Capital Management first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Exchange Capital Management's UnitedHealth position peaked at $431K in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.