Great Lakes Retirement’s UnitedHealth UNH Stock Holding History

Great Lakes Retirement’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	-23,707	Closed	-$12.4M	–	218
2025 Q1	$12.4M	Buy	23,707 +10,660	+82%	+$5.45M	1.63%	15
2024 Q4	$6.6M	Sell	13,047 -43	-0.3%	-$24.4K	0.85%	31
2024 Q3	$7.65M	Buy	13,090 +503	+4%	+$285K	0.98%	29
2024 Q2	$6.41M	Buy	12,587 +274	+2%	+$134K	0.88%	33
2024 Q1	$6.09M	Buy	12,313 +388	+3%	+$197K	0.9%	31
2023 Q4	$6.28M	Buy	11,925 +509	+4%	+$271K	1.03%	27
2023 Q3	$5.76M	Buy	11,416 +464	+4%	+$228K	1.04%	24
2023 Q2	$5.26M	Buy	10,952 +240	+2%	+$117K	0.93%	26
2023 Q1	$5.06M	Buy	10,712 +311	+3%	+$150K	0.95%	22
2022 Q4	$5.51M	Buy	+10,401	New	+$5.51M	1.41%	21
2020 Q1	$3.6M	Sell	14,783 -1,689	-10%	-$465K	1.65%	13
2019 Q4	$4.85M	Buy	+16,472	New	+$4.31M	1.49%	10

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

Great Lakes Retirement's UNH Position: Q2 2025 in Review

Great Lakes Retirement sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 23,707 shares — an estimated $12.4M sold.

Great Lakes Retirement first reported a position in UNH in Q4 2019 and held it in 12 quarters. The position peaked at $12.4M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Great Lakes Retirement reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Great Lakes Retirement sold 23,707 UnitedHealth shares in Q2 2025, an estimated $12.4M.
Great Lakes Retirement first reported a position in UnitedHealth in Q4 2019 and held it in 12 quarters.
Great Lakes Retirement's UnitedHealth position peaked at $12.4M in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Great Lakes Retirement's 13F filing for Q2 2025, filed 4 Aug 2025.