Houlihan Financial Resource Group’s UnitedHealth UNH Stock Holding History

Houlihan Financial Resource Group’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	-524	Closed	-$274K	–	109
2025 Q1	$274K	Hold	524	–	–	0.12%	93
2024 Q4	$265K	Hold	524	–	–	0.11%	95
2024 Q3	$306K	Hold	524	–	–	0.13%	91
2024 Q2	$267K	Hold	524	–	–	0.18%	55
2024 Q1	$259K	Buy	+524	New	+$266K	0.12%	91
2023 Q3	–	Sell	-12,219	Closed	-$5.97M	–	160
2023 Q2	$5.97M	Buy	+12,219	New	+$5.97M	0.19%	46
2020 Q3	$103K	Buy	+292	New	+$89.7K	0.06%	128

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

Houlihan Financial Resource Group's UNH Position: Q2 2025 in Review

Houlihan Financial Resource Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 524 shares — an estimated $274K sold.

Houlihan Financial Resource Group first reported a position in UNH in Q3 2020 and held it in 7 quarters. The position peaked at $5.97M in Q2 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Houlihan Financial Resource Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Houlihan Financial Resource Group sold 524 UnitedHealth shares in Q2 2025, an estimated $274K.
Houlihan Financial Resource Group first reported a position in UnitedHealth in Q3 2020 and held it in 7 quarters.
Houlihan Financial Resource Group's UnitedHealth position peaked at $5.97M in Q2 2023.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2025, filed 14 Aug 2025.