Guardian Wealth Management (Illinois)’s UnitedHealth UNH Stock Holding History

Guardian Wealth Management (Illinois)’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	-130	Closed	-$68.4K	–	195
2025 Q1	$68.4K	Hold	130	–	–	0.05%	93
2024 Q4	$65.9K	Buy	130 +1	+0.8%	+$568	0.04%	107
2024 Q3	$75.4K	Hold	129	–	–	0.05%	101
2024 Q2	$65.9K	Hold	129	–	–	0.05%	101
2024 Q1	$63.9K	Buy	129 +1	+0.8%	+$508	0.05%	104
2023 Q4	$67.8K	Hold	128	–	–	0.06%	99
2023 Q3	$64.7K	Hold	128	–	–	0.06%	99
2023 Q2	$61.5K	Hold	128	–	–	0.06%	102
2023 Q1	$60.3K	Buy	128 +1	+0.8%	+$483	0.06%	103
2022 Q4	$67.5K	Hold	127	–	–	0.07%	104
2022 Q3	$64K	Hold	127	–	–	0.07%	96
2022 Q2	$65K	Hold	127	–	–	0.07%	100
2022 Q1	$65K	Hold	127	–	–	0.06%	109
2021 Q4	$64K	Buy	+127	New	+$57.5K	0.06%	110

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

Guardian Wealth Management (Illinois)'s UNH Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 130 shares — an estimated $68.4K sold.

Guardian Wealth Management (Illinois) first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $75.4K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 130 UnitedHealth shares in Q2 2025, an estimated $68.4K.
Guardian Wealth Management (Illinois) first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s UnitedHealth position peaked at $75.4K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.