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FLC Capital Advisors’s UnitedHealth UNH Stock Holding History

FLC Capital Advisors’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
-2,073
Closed -$1.09M – 211
2025
Q1 		$1.09M Sell
2,073
-82
-4% -$41.9K 0.24% 60
2024
Q4 		$1.09M Buy
2,155
+439
+26% +$249K 0.25% 62
2024
Q3 		$1M Hold
1,716
– – 0.23% 60
2024
Q2 		$874K Hold
1,716
– – 0.22% 63
2024
Q1 		$849K Sell
1,716
-144
-8% -$73.2K 0.21% 67
2023
Q4 		$979K Sell
1,860
-333
-15% -$178K 0.26% 57
2023
Q3 		$1.11M Sell
2,193
-156
-7% -$76.8K 0.34% 51
2023
Q2 		$1.13M Hold
2,349
– – 0.33% 50
2023
Q1 		$1.11M Hold
2,349
– – 0.34% 55
2022
Q4 		$1.25M Sell
2,349
-84
-3% -$44.5K 0.39% 55
2022
Q3 		$1.23M Sell
2,433
-699
-22% -$368K 0.43% 53
2022
Q2 		$1.61M Hold
3,132
– – 0.54% 48
2022
Q1 		$1.6M Hold
3,132
– – 0.45% 56
2021
Q4 		$1.57M Sell
3,132
-20
-0.6% -$9.05K 0.44% 63
2021
Q3 		$1.23M Hold
3,152
– – 0.36% 71
2021
Q2 		$1.26M Sell
3,152
-240
-7% -$95.7K 0.37% 66
2021
Q1 		$1.26M Sell
3,392
-21
-0.6% -$7.28K 0.4% 65
2020
Q4 		$1.2M Buy
3,413
+274
+9% +$91.8K 0.4% 59
2020
Q3 		$1.01M Sell
3,139
-817
-21% -$251K 0.37% 62
2020
Q2 		$1.2M Hold
3,956
– – 0.48% 49
2020
Q1 		$951K Buy
3,956
+1,556
+65% +$428K 0.44% 38
2019
Q4 		$706K Buy
2,400
+21
+0.9% +$5.49K 0.28% 49
2019
Q3 		$517K Buy
2,379
+977
+70% +$236K 0.22% 60
2019
Q2 		$347K Buy
1,402
+570
+69% +$137K 0.14% 82
2019
Q1 		$206K Buy
+832
New +$212K 0.09% 106

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

FLC Capital Advisors's UNH Position: Q2 2025 in Review

FLC Capital Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,073 shares — an estimated $1.09M sold.

FLC Capital Advisors first reported a position in UNH in Q1 2019 and held it in 25 quarters. The position peaked at $1.61M in Q2 2022. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • FLC Capital Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • FLC Capital Advisors sold 2,073 UnitedHealth shares in Q2 2025, an estimated $1.09M.
  • FLC Capital Advisors first reported a position in UnitedHealth in Q1 2019 and held it in 25 quarters.
  • FLC Capital Advisors's UnitedHealth position peaked at $1.61M in Q2 2022.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on FLC Capital Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.