Financial Partners Group (Tennessee)’s UnitedHealth UNH Stock Holding History

Financial Partners Group (Tennessee)’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	$9.68M	Buy	31,037 +23,235	+298%	+$8.88M	3.5%	8
2025 Q1	$4.09M	Sell	7,802 -253	-3%	-$129K	1.77%	19
2024 Q4	$4.07M	Buy	8,055 +42	+0.5%	+$23.9K	1.69%	19
2024 Q3	$4.68M	Buy	8,013 +25	+0.3%	+$14.1K	1.76%	20
2024 Q2	$4.07M	Buy	7,988 +143	+2%	+$70.1K	1.58%	21
2024 Q1	$3.88M	Buy	7,845 +162	+2%	+$82.4K	1.5%	22
2023 Q4	$4.04M	Buy	7,683 +263	+4%	+$140K	1.83%	19
2023 Q3	$3.74M	Hold	7,420	–	–	1.79%	21
2023 Q2	$3.57M	Sell	7,420 -1,422	-16%	-$695K	1.8%	20
2023 Q1	$4.18M	Sell	8,842 -108	-1%	-$52.1K	2.19%	18
2022 Q4	$4.75M	Buy	+8,950	New	+$4.74M	2.8%	13

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Partners Group (Tennessee)'s UNH Position: Q2 2025 in Review

Financial Partners Group (Tennessee) increased its UnitedHealth (UNH) stake by 298% in Q2 2025, buying an estimated $8.88M and bringing the position to 31,037 shares worth $9.68M. The position accounts for 3.5% of the portfolio, ranked #8.

Financial Partners Group (Tennessee) first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Financial Partners Group (Tennessee) held 31,037 shares of UnitedHealth worth $9.68M as of Q2 2025.
Financial Partners Group (Tennessee) bought 23,235 UnitedHealth shares in Q2 2025, an estimated $8.88M.
UnitedHealth made up 3.5% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #8 holding.
Financial Partners Group (Tennessee) first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.