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Hobbs Group Advisors’s UnitedHealth UNH Stock Holding History

Hobbs Group 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
-502
Closed -$263K – 165
2025
Q1 		$263K Sell
502
-96
-16% -$49.1K 0.1% 125
2024
Q4 		$302K Sell
598
-107
-15% -$60.8K 0.11% 123
2024
Q3 		$412K Buy
705
+57
+9% +$32.2K 0.15% 94
2024
Q2 		$330K Buy
+648
New +$318K 0.13% 107
2023
Q4 		$359K Buy
+682
New +$364K 0.16% 93

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

Hobbs Group Advisors's UNH Position: Q2 2025 in Review

Hobbs Group Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 502 shares — an estimated $263K sold.

Hobbs Group Advisors first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $412K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Hobbs Group Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Hobbs Group Advisors sold 502 UnitedHealth shares in Q2 2025, an estimated $263K.
  • Hobbs Group Advisors first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Hobbs Group Advisors's UnitedHealth position peaked at $412K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Hobbs Group Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.