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Guardian Asset Advisors’s UnitedHealth UNH Stock Holding History

Guardian Asset 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
-384
Closed -$201K – 107
2025
Q1 		$201K Buy
+384
New +$196K 0.13% 102
2024
Q4 		– Sell
-384
Closed -$225K – 102
2024
Q3 		$225K Buy
+384
New +$217K 0.15% 95
2024
Q1 		– Sell
-384
Closed -$202K – 104
2023
Q4 		$202K Buy
+384
New +$205K 0.19% 93

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

Guardian Asset Advisors's UNH Position: Q2 2025 in Review

Guardian Asset Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 384 shares — an estimated $201K sold.

Guardian Asset Advisors first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $225K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Guardian Asset Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Guardian Asset Advisors sold 384 UnitedHealth shares in Q2 2025, an estimated $201K.
  • Guardian Asset Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
  • Guardian Asset Advisors's UnitedHealth position peaked at $225K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Guardian Asset Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.