Holocene Advisors’s UnitedHealth UNH Stock Holding History

Holocene 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	-525,084	Closed	-$275M	–	887
2025 Q1	$275M	Buy	525,084 +18,480	+4%	+$9.45M	0.8%	30
2024 Q4	$256M	Buy	+506,604	New	+$288M	0.82%	22
2024 Q1	–	Sell	-137,795	Closed	-$72.5M	–	878
2023 Q4	$72.5M	Sell	137,795 -109,333	-44%	-$58.3M	0.28%	114
2023 Q3	$125M	Buy	+247,128	New	+$122M	0.55%	58
2022 Q1	–	Sell	-4,706	Closed	-$2.36M	–	1044
2021 Q4	$2.36M	Buy	+4,706	New	+$2.13M	0.01%	482
2019 Q1	–	Sell	-266,862	Closed	-$66.5M	–	810
2018 Q4	$66.5M	Buy	+266,862	New	+$70.5M	1.07%	31

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

Holocene Advisors's UNH Position: Q2 2025 in Review

Holocene Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 525,084 shares — an estimated $275M sold.

Holocene Advisors first reported a position in UNH in Q4 2018 and held it in 6 quarters. The position peaked at $275M in Q1 2025. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Holocene Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Holocene Advisors sold 525,084 UnitedHealth shares in Q2 2025, an estimated $275M.
Holocene Advisors first reported a position in UnitedHealth in Q4 2018 and held it in 6 quarters.
Holocene Advisors's UnitedHealth position peaked at $275M in Q1 2025.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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