FSC Wealth Advisors’s UnitedHealth UNH Stock Holding History

FSC Wealth 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	-351	Closed	-$184K	–	236
2025 Q1	$184K	Hold	351	–	–	0.12%	67
2024 Q4	$178K	Sell	351 -118	-25%	-$67K	0.11%	67
2024 Q3	$274K	Buy	469 +118	+34%	+$66.7K	0.2%	60
2024 Q2	$179K	Hold	351	–	–	0.13%	60
2024 Q1	$174K	Hold	351	–	–	0.12%	58
2023 Q4	$185K	Hold	351	–	–	0.14%	51
2023 Q3	$177K	Hold	351	–	–	0.18%	31
2023 Q2	$169K	Hold	351	–	–	0.15%	31
2023 Q1	$166K	Hold	351	–	–	0.26%	21
2022 Q4	$186K	Sell	351 -17	-5%	-$9.01K	0.32%	22
2022 Q3	$186K	Buy	368 +26	+8%	+$13.7K	1.79%	14
2022 Q2	$176K	Buy	342 +17	+5%	+$8.54K	1.56%	15
2022 Q1	$166K	Hold	325	–	–	0.16%	28
2021 Q4	$163K	Buy	+325	New	+$147K	0.11%	38

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

FSC Wealth Advisors's UNH Position: Q2 2025 in Review

FSC Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 351 shares — an estimated $184K sold.

FSC Wealth Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $274K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

FSC Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
FSC Wealth Advisors sold 351 UnitedHealth shares in Q2 2025, an estimated $184K.
FSC Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
FSC Wealth Advisors's UnitedHealth position peaked at $274K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.