Howard Wealth Management’s UnitedHealth UNH Stock Holding History

Howard Wealth Management’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	-491	Closed	-$257K	–	124
2025 Q1	$257K	Hold	491	–	–	0.14%	102
2024 Q4	$249K	Sell	491 -104	-17%	-$59.1K	0.13%	103
2024 Q3	$348K	Sell	595 -5	-0.8%	-$2.83K	0.2%	88
2024 Q2	$306K	Sell	600 -50	-8%	-$24.5K	0.24%	76
2024 Q1	$322K	Buy	650 +6	+0.9%	+$3.05K	0.26%	72
2023 Q4	$339K	Sell	644 -15	-2%	-$8K	0.28%	68
2023 Q3	$332K	Hold	659	–	–	0.31%	65
2023 Q2	$317K	Hold	659	–	–	0.27%	71
2023 Q1	$311K	Hold	659	–	–	0.26%	79
2022 Q4	$349K	Sell	659 -6	-0.9%	-$3.18K	0.29%	74
2022 Q3	$335K	Buy	665 +95	+17%	+$50K	0.24%	81
2022 Q2	$292K	Sell	570 -100	-15%	-$50.2K	0.31%	52
2022 Q1	$341K	Buy	670 +35	+6%	+$16.9K	0.19%	97
2021 Q4	$318K	Hold	635	–	–	0.17%	102
2021 Q3	$248K	Sell	635 -85	-12%	-$35.2K	0.14%	110
2021 Q2	$288K	Hold	720	–	–	0.16%	106
2021 Q1	$267K	Sell	720 -5	-0.7%	-$1.73K	0.16%	106
2020 Q4	$254K	Hold	725	–	–	0.16%	109
2020 Q3	$226K	Sell	725 -47	-6%	-$14.4K	0.16%	110
2020 Q2	$227K	Buy	+772	New	+$221K	0.19%	101
2020 Q1	–	Sell	-676	Closed	-$198K	–	470
2019 Q4	$198K	Buy	+676	New	+$177K	0.17%	99

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

Howard Wealth Management's UNH Position: Q2 2025 in Review

Howard Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 491 shares — an estimated $257K sold.

Howard Wealth Management first reported a position in UNH in Q4 2019 and held it in 21 quarters. The position peaked at $349K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Howard Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Howard Wealth Management sold 491 UnitedHealth shares in Q2 2025, an estimated $257K.
Howard Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 21 quarters.
Howard Wealth Management's UnitedHealth position peaked at $349K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Howard Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.