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Ground Swell Capital’s UnitedHealth UNH Stock Holding History

Ground Swell Capital’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
-545
Closed -$285K – 263
2025
Q1 		$285K Sell
545
-69
-11% -$35.3K 0.61% 61
2024
Q4 		$311K Buy
614
+241
+65% +$137K 0.47% 42
2024
Q3 		$218K Buy
+373
New +$211K 0.19% 88
2014
Q3 		$133K Buy
1,538
+430
+39% +$36.3K 0.25% 60
2014
Q2 		$91K Buy
+1,108
New +$87.2K 0.18% 65

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ground Swell Capital's UNH Position: Q2 2025 in Review

Ground Swell Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 545 shares — an estimated $285K sold.

Ground Swell Capital first reported a position in UNH in Q2 2014 and held it in 5 quarters. The position peaked at $311K in Q4 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Ground Swell Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 545 UnitedHealth shares in Q2 2025, an estimated $285K.
  • Ground Swell Capital first reported a position in UnitedHealth in Q2 2014 and held it in 5 quarters.
  • Ground Swell Capital's UnitedHealth position peaked at $311K in Q4 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.