FDS
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Freedom Day Solutions’s UnitedHealth UNH Stock Holding History

Freedom Day Solutions’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
-3,867
Closed -$2.03M – 99
2025
Q1 		$2.03M Sell
3,867
-278
-7% -$142K 0.62% 54
2024
Q4 		$2.1M Sell
4,145
-13
-0.3% -$7.39K 0.63% 50
2024
Q3 		$2.43M Sell
4,158
-33
-0.8% -$18.7K 0.76% 41
2024
Q2 		$2.13M Sell
4,191
-185
-4% -$90.7K 0.72% 45
2024
Q1 		$2.16M Sell
4,376
-93
-2% -$47.3K 0.77% 43
2023
Q4 		$2.35M Sell
4,469
-55
-1% -$29.3K 0.92% 29
2023
Q3 		$2.28M Sell
4,524
-84
-2% -$41.3K 1% 26
2023
Q2 		$2.21M Sell
4,608
-253
-5% -$124K 0.98% 26
2023
Q1 		$2.29M Sell
4,861
-152
-3% -$73.4K 1.08% 25
2022
Q4 		$2.66M Sell
5,013
-383
-7% -$203K 1.33% 11
2022
Q3 		$2.73M Sell
5,396
-218
-4% -$115K 1.48% 9
2022
Q2 		$2.88M Sell
5,614
-224
-4% -$112K 1.45% 8
2022
Q1 		$2.98M Sell
5,838
-193
-3% -$93.1K 1.28% 18
2021
Q4 		$3.03M Sell
6,031
-93
-2% -$42.1K 1.22% 25
2021
Q3 		$2.39M Sell
6,124
-311
-5% -$129K 1.12% 34
2021
Q2 		$2.58M Sell
6,435
-60
-0.9% -$23.9K 1.23% 29
2021
Q1 		$2.42M Buy
6,495
+129
+2% +$44.7K 1.28% 36
2020
Q4 		$2.23M Buy
6,366
+2,176
+52% +$729K 1.22% 39
2020
Q3 		$1.31M Buy
+4,190
New +$1.29M 0.77% 61

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

Freedom Day Solutions's UNH Position: Q2 2025 in Review

Freedom Day Solutions sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,867 shares — an estimated $2.03M sold.

Freedom Day Solutions first reported a position in UNH in Q3 2020 and held it in 19 quarters. The position peaked at $3.03M in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Freedom Day Solutions reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Freedom Day Solutions sold 3,867 UnitedHealth shares in Q2 2025, an estimated $2.03M.
  • Freedom Day Solutions first reported a position in UnitedHealth in Q3 2020 and held it in 19 quarters.
  • Freedom Day Solutions's UnitedHealth position peaked at $3.03M in Q4 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Freedom Day Solutions's 13F filing for Q2 2025, filed 24 Jul 2025.