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Freedom Together Foundation’s UnitedHealth UNH Stock Holding History

Freedom Together Foundation’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
-14,355
Closed -$7.52M – 22
2025
Q1 		$7.52M Hold
14,355
– – 0.98% 3
2024
Q4 		$7.26M Sell
14,355
-57,000
-80% -$32.4M 0.81% 3
2024
Q3 		$41.7M Sell
71,355
-108,000
-60% -$61.1M 4.41% 3
2024
Q2 		$91.3M Sell
179,355
-37,000
-17% -$18.1M 9.78% 4
2024
Q1 		$107M Sell
216,355
-25,400
-11% -$12.9M 11.68% 2
2023
Q4 		$127M Buy
+241,755
New +$129M 13.64% 2

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 $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 Together Foundation's UNH Position: Q2 2025 in Review

Freedom Together Foundation sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 14,355 shares — an estimated $7.52M sold.

Freedom Together Foundation first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $127M in Q4 2023. 3,180 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Freedom Together Foundation reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Freedom Together Foundation sold 14,355 UnitedHealth shares in Q2 2025, an estimated $7.52M.
  • Freedom Together Foundation first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • Freedom Together Foundation's UnitedHealth position peaked at $127M in Q4 2023.
  • 3,180 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Freedom Together Foundation's 13F filing for Q2 2025, filed 13 Aug 2025.