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Fiduciary Wealth Partners’s UnitedHealth UNH Stock Holding History

Fiduciary Wealth Partners’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
-288
Closed -$151K – 78
2025
Q1 		$151K Buy
+288
New +$147K 0.13% 49

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State Street
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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

Fiduciary Wealth Partners's UNH Position: Q2 2025 in Review

Fiduciary Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 288 shares — an estimated $151K sold.

Fiduciary Wealth Partners first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $151K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Fiduciary Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 288 UnitedHealth shares in Q2 2025, an estimated $151K.
  • Fiduciary Wealth Partners first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
  • Fiduciary Wealth Partners's UnitedHealth position peaked at $151K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.