Hall Capital Management’s UnitedHealth UNH Stock Holding History

Hall Capital Management’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	-644	Closed	-$337K	–	96
2025 Q1	$337K	Sell	644 -4,004	-86%	-$2.05M	0.16%	74
2024 Q4	$2.35M	Buy	+4,648	New	+$2.64M	1.1%	34
2024 Q2	$2.72M	Buy	5,343 +318	+6%	+$156K	1.3%	29
2024 Q1	$2.49M	Buy	5,025 +37	+0.7%	+$18.8K	1.23%	31
2023 Q4	$2.63M	Buy	4,988 +512	+11%	+$273K	1.54%	26
2023 Q3	$2.26M	Buy	4,476 +816	+22%	+$402K	1.45%	28
2023 Q2	$1.76M	Buy	3,660 +146	+4%	+$71.4K	0.99%	37
2023 Q1	$1.66M	Buy	3,514 +126	+4%	+$60.8K	0.99%	38
2022 Q4	$1.8M	Buy	3,388 +1,124	+50%	+$595K	1.08%	34
2022 Q3	$1.14M	Buy	+2,264	New	+$1.19M	0.76%	40

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

Hall Capital Management's UNH Position: Q2 2025 in Review

Hall Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 644 shares — an estimated $337K sold.

Hall Capital Management first reported a position in UNH in Q3 2022 and held it in 10 quarters. The position peaked at $2.72M in Q2 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Hall Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Hall Capital Management sold 644 UnitedHealth shares in Q2 2025, an estimated $337K.
Hall Capital Management first reported a position in UnitedHealth in Q3 2022 and held it in 10 quarters.
Hall Capital Management's UnitedHealth position peaked at $2.72M in Q2 2024.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Hall Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.