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Financial Gravity Companies’s UnitedHealth UNH Stock Holding History

Financial Gravity Companies’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 		$156K Buy
+501
New +$191K 0.03% 178
2024
Q4 		$8.6K Buy
17
+16
+1,600% +$9.09K ﹤0.01% 594
2024
Q3 		$585 Buy
+1
New +$566 ﹤0.01% 576
2018
Q4 		$125K Buy
+466
New +$123K 0.11% 181
2018
Q1 		$58K Buy
250
+57
+30% +$13K 0.06% 275
2017
Q4 		$46K Buy
+193
New +$40.9K 0.05% 302

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

Financial Gravity Companies's UNH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in UnitedHealth (UNH) in Q2 2025: 501 shares worth $156K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UNH as recently as Q4 2024.

Financial Gravity Companies first reported a position in UNH in Q4 2017 and has held it in 6 quarters since. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Financial Gravity Companies held 501 shares of UnitedHealth worth $156K as of Q2 2025.
  • UnitedHealth was a new Financial Gravity Companies position in Q2 2025.
  • UnitedHealth made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #178 holding.
  • Financial Gravity Companies first reported a position in UnitedHealth in Q4 2017 and has held it in 6 quarters since.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.