Helium Advisors’s UnitedHealth UNH Stock Holding History

Helium 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	-605	Closed	-$317K	–	113
2025 Q1	$317K	Hold	605	–	–	0.23%	65
2024 Q4	$306K	Buy	+605	New	+$344K	0.24%	65

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

Helium Advisors's UNH Position: Q2 2025 in Review

Helium Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 605 shares — an estimated $317K sold.

Helium Advisors first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $317K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Helium Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Helium Advisors sold 605 UnitedHealth shares in Q2 2025, an estimated $317K.
Helium Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
Helium Advisors's UnitedHealth position peaked at $317K in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Helium Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.