FH
UNH icon

FWG Holdings’s UnitedHealth UNH Stock Holding History

FWG Holdings’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
-1,414
Closed -$579K – 112
2025
Q1 		$579K Sell
1,414
-51
-3% -$26.1K 0.28% 62
2024
Q4 		$803K Buy
1,465
+18
+1% +$10.2K 0.39% 44
2024
Q3 		$818K Sell
1,447
-38
-3% -$21.5K 0.41% 37
2024
Q2 		$824K Buy
1,485
+223
+18% +$109K 0.41% 42
2024
Q1 		$640K Sell
1,262
-17
-1% -$8.64K 0.34% 43
2023
Q4 		$686K Buy
1,279
+89
+7% +$47.5K 0.41% 35
2023
Q3 		$606K Buy
1,190
+3
+0.3% +$1.48K 0.4% 41
2023
Q2 		$606K Buy
1,187
+72
+6% +$35.2K 0.38% 43
2023
Q1 		$527K Sell
1,115
-128
-10% -$61.8K 0.38% 44
2022
Q4 		$659K Buy
1,243
+345
+38% +$183K 0.46% 42
2022
Q3 		$453K Sell
898
-38
-4% -$20K 0.34% 50
2022
Q2 		$481K Sell
936
-60
-6% -$30.1K 0.41% 41
2022
Q1 		$508K Sell
996
-5
-0.5% -$2.41K 0.39% 42
2021
Q4 		$499K Sell
1,001
-8
-0.8% -$3.62K 0.37% 41
2021
Q3 		$394K Buy
1,009
+53
+6% +$22K 0.34% 47
2021
Q2 		$383K Buy
+956
New +$381K 0.34% 45

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

FWG Holdings's UNH Position: Q2 2025 in Review

FWG Holdings sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,414 shares — an estimated $579K sold.

FWG Holdings first reported a position in UNH in Q2 2021 and held it in 16 quarters. The position peaked at $824K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • FWG Holdings reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • FWG Holdings sold 1,414 UnitedHealth shares in Q2 2025, an estimated $579K.
  • FWG Holdings first reported a position in UnitedHealth in Q2 2021 and held it in 16 quarters.
  • FWG Holdings's UnitedHealth position peaked at $824K in Q2 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on FWG Holdings's 13F filing for Q2 2025, filed 5 Aug 2025.