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Haverford Financial Services’s UnitedHealth UNH Stock Holding History

Haverford Financial Services’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
-20,165
Closed -$10.6M – 44
2025
Q1 		$10.6M Sell
20,165
-113
-0.6% -$57.8K 3.25% 13
2024
Q4 		$10.3M Sell
20,278
-2,429
-11% -$1.38M 3.13% 15
2024
Q3 		$13.3M Sell
22,707
-2,827
-11% -$1.6M 3.8% 11
2024
Q2 		$13M Sell
25,534
-31
-0.1% -$15.2K 3.9% 9
2024
Q1 		$12.6M Sell
25,565
-1,000
-4% -$508K 3.64% 11
2023
Q4 		$14M Sell
26,565
-3,271
-11% -$1.74M 4.19% 6
2023
Q3 		$15M Sell
29,836
-68
-0.2% -$33.5K 4.85% 5
2023
Q2 		$14.4M Sell
29,904
-98
-0.3% -$47.9K 4.28% 7
2023
Q1 		$14.2M Sell
30,002
-79
-0.3% -$38.1K 4.43% 7
2022
Q4 		$15.9M Sell
30,081
-4,870
-14% -$2.58M 4.4% 4
2022
Q3 		$17.7M Buy
34,951
+1
+0% +$526 5.41% 2
2022
Q2 		$18M Sell
34,950
-1,716
-5% -$862K 5.23% 2
2022
Q1 		$18.7M Sell
36,666
-3,248
-8% -$1.57M 4.61% 7
2021
Q4 		$20M Sell
39,914
-1,917
-5% -$868K 4.54% 6
2021
Q3 		$16.3M Buy
41,831
+21
+0.1% +$8.7K 3.98% 10
2021
Q2 		$16.7M Sell
41,810
-2
-0% -$797 4.09% 10
2021
Q1 		$15.6M Sell
41,812
-161
-0.4% -$55.8K 4.06% 10
2020
Q4 		$14.7M Sell
41,973
-3,624
-8% -$1.21M 4.01% 8
2020
Q3 		$14.2M Buy
45,597
+341
+0.8% +$105K 4.37% 7
2020
Q2 		$13.3M Sell
45,256
-57
-0.1% -$16.3K 4.5% 7
2020
Q1 		$11.3M Sell
45,313
-105
-0.2% -$28.9K 4.57% 7
2019
Q4 		$13.4M Sell
45,418
-1,249
-3% -$327K 4.25% 7
2019
Q3 		$10.1M Sell
46,667
-273
-0.6% -$65.9K 3.44% 11
2019
Q2 		$11.5M Sell
46,940
-172
-0.4% -$41.4K 3.98% 8
2019
Q1 		$11.6M Sell
47,112
-6,085
-11% -$1.55M 4.18% 7
2018
Q4 		$13.3M Sell
53,197
-67
-0.1% -$17.7K 5.46% 2
2018
Q3 		$14.2M Sell
53,264
-429
-0.8% -$112K 5.02% 3
2018
Q2 		$13.2M Sell
53,693
-4,521
-8% -$1.09M 4.94% 3
2018
Q1 		$12.5M Sell
58,214
-606
-1% -$138K 4.74% 5
2017
Q4 		$13M Sell
58,820
-426
-0.7% -$90.3K 4.74% 4
2017
Q3 		$11.6M Sell
59,246
-2,255
-4% -$436K 4.54% 5
2017
Q2 		$11.4M Sell
61,501
-181
-0.3% -$31.7K 4.65% 5
2017
Q1 		$10.1M Sell
61,682
-12,460
-17% -$2.04M 4.17% 8
2016
Q4 		$11.9M Sell
74,142
-355
-0.5% -$53K 5.01% 3
2016
Q3 		$10.4M Sell
74,497
-2,861
-4% -$401K 4.48% 1
2016
Q2 		$10.9M Sell
77,358
-1,053
-1% -$140K 4.61% 2
2016
Q1 		$10.1M Sell
78,411
-1,588
-2% -$188K 4.26% 4
2015
Q4 		$9.41M Buy
79,999
+1,809
+2% +$211K 4.01% 4
2015
Q3 		$9.07M Sell
78,190
-138
-0.2% -$16.5K 4.19% 5
2015
Q2 		$9.56M Sell
78,328
-5,929
-7% -$701K 4.04% 5
2015
Q1 		$9.99M Sell
84,257
-1,549
-2% -$172K 4.05% 7
2014
Q4 		$8.67M Sell
85,806
-883
-1% -$83.7K 3.55% 12
2014
Q3 		$7.49M Buy
86,689
+937
+1% +$79.2K 3.36% 14
2014
Q2 		$7M Sell
85,752
-17
-0% -$1.34K 3.08% 18
2014
Q1 		$7.03M Buy
85,769
+275
+0.3% +$20.7K 3.21% 18
2013
Q4 		$6.44M Buy
85,494
+6,016
+8% +$432K 3.03% 20
2013
Q3 		$5.69M Buy
79,478
+20,467
+35% +$1.46M 3.14% 21
2013
Q2 		$3.86M Buy
+59,011
New +$3.67M 2.18% 26

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

Haverford Financial Services's UNH Position: Q2 2025 in Review

Haverford Financial Services sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 20,165 shares — an estimated $10.6M sold.

Haverford Financial Services first reported a position in UNH in Q2 2013 and held it in 48 quarters. The position peaked at $20M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Haverford Financial Services reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Haverford Financial Services sold 20,165 UnitedHealth shares in Q2 2025, an estimated $10.6M.
  • Haverford Financial Services first reported a position in UnitedHealth in Q2 2013 and held it in 48 quarters.
  • Haverford Financial Services's UnitedHealth position peaked at $20M in Q4 2021.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Haverford Financial Services's 13F filing for Q2 2025, filed 12 Aug 2025.