HL
UNH icon

HeadInvest LLC’s UnitedHealth UNH Stock Holding History

HeadInvest LLC’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
-427
Closed -$224K – 233
2025
Q1 		$224K Hold
427
– – 0.04% 218
2024
Q4 		$216K Sell
427
-40
-9% -$22.7K 0.04% 220
2024
Q3 		$273K Sell
467
-5
-1% -$2.83K 0.05% 200
2024
Q2 		$240K Buy
472
+54
+13% +$26.5K 0.05% 204
2024
Q1 		$207K Sell
418
-20
-5% -$10.2K 0.04% 230
2023
Q4 		$231K Sell
438
-26
-6% -$13.9K 0.05% 209
2023
Q3 		$239K Sell
464
-59
-11% -$29K 0.05% 196
2023
Q2 		$266K Sell
523
-262
-33% -$128K 0.06% 193
2023
Q1 		$371K Sell
785
-14
-2% -$6.76K 0.08% 161
2022
Q4 		$424K Buy
799
+16
+2% +$8.47K 0.09% 149
2022
Q3 		$395K Buy
783
+49
+7% +$25.8K 0.09% 150
2022
Q2 		$377K Buy
734
+66
+10% +$33.1K 0.08% 154
2022
Q1 		$341K Buy
668
+251
+60% +$121K 0.07% 175
2021
Q4 		$209K Buy
+417
New +$189K 0.04% 229

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

HeadInvest LLC's UNH Position: Q2 2025 in Review

HeadInvest LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 427 shares — an estimated $224K sold.

HeadInvest LLC first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $424K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • HeadInvest LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • HeadInvest LLC sold 427 UnitedHealth shares in Q2 2025, an estimated $224K.
  • HeadInvest LLC first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • HeadInvest LLC's UnitedHealth position peaked at $424K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.