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Great Diamond Partners’s UnitedHealth UNH Stock Holding History

Great Diamond Partners’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
Q3 		– Sell
-672
Closed -$210K – 239
2025
Q2 		$210K Sell
672
-2,848
-81% -$1.09M 0.04% 216
2025
Q1 		$1.84M Sell
3,520
-1,277
-27% -$653K 0.5% 61
2024
Q4 		$2.43M Sell
4,797
-1
-0% -$568 0.63% 48
2024
Q3 		$2.81M Sell
4,798
-951
-17% -$538K 0.71% 40
2024
Q2 		$2.93M Sell
5,749
-220
-4% -$108K 0.69% 42
2024
Q1 		$2.95M Sell
5,969
-1,418
-19% -$721K 0.68% 42
2023
Q4 		$3.89M Buy
7,387
+115
+2% +$61.3K 0.96% 25
2023
Q3 		$3.67M Buy
7,272
+239
+3% +$118K 0.99% 23
2023
Q2 		$3.38M Buy
7,033
+118
+2% +$57.7K 0.89% 23
2023
Q1 		$3.27M Sell
6,915
-226
-3% -$109K 0.95% 30
2022
Q4 		$3.79M Sell
7,141
-363
-5% -$192K 1.17% 26
2022
Q3 		$3.79M Buy
7,504
+670
+10% +$352K 1.29% 22
2022
Q2 		$3.51M Buy
6,834
+230
+3% +$116K 1.17% 22
2022
Q1 		$3.37M Buy
6,604
+413
+7% +$199K 0.94% 29
2021
Q4 		$3.11M Buy
6,191
+194
+3% +$87.8K 0.8% 39
2021
Q3 		$2.34M Buy
5,997
+741
+14% +$307K 0.64% 48
2021
Q2 		$2.1M Buy
5,256
+525
+11% +$209K 0.6% 48
2021
Q1 		$1.76M Buy
4,731
+862
+22% +$299K 0.54% 54
2020
Q4 		$1.36M Buy
+3,869
New +$1.3M 0.43% 57
2020
Q1 		– Sell
-183
Closed -$53K – 573
2019
Q4 		$53K Buy
+183
New +$47.9K 0.02% 293

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Diamond Partners's UNH Position: Q3 2025 in Review

Great Diamond Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 672 shares — an estimated $210K sold.

Great Diamond Partners first reported a position in UNH in Q4 2019 and held it in 20 quarters. The position peaked at $3.89M in Q4 2023. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Great Diamond Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Great Diamond Partners sold 672 UnitedHealth shares in Q3 2025, an estimated $210K.
  • Great Diamond Partners first reported a position in UnitedHealth in Q4 2019 and held it in 20 quarters.
  • Great Diamond Partners's UnitedHealth position peaked at $3.89M in Q4 2023.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Great Diamond Partners's 13F filing for Q3 2025, filed 20 Oct 2025.