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Howland Capital Management’s UnitedHealth UNH Stock Holding History

Howland Capital 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
-867
Closed -$454K – 276
2025
Q1 		$454K Sell
867
-277
-24% -$142K 0.02% 205
2024
Q4 		$579K Buy
1,144
+123
+12% +$69.9K 0.03% 192
2024
Q3 		$597K Sell
1,021
-32
-3% -$18.1K 0.03% 188
2024
Q2 		$536K Sell
1,053
-152
-13% -$74.5K 0.03% 187
2024
Q1 		$596K Sell
1,205
-50
-4% -$25.4K 0.03% 175
2023
Q4 		$661K Sell
1,255
-39
-3% -$20.8K 0.03% 171
2023
Q3 		$652K Hold
1,294
– – 0.04% 158
2023
Q2 		$622K Hold
1,294
– – 0.04% 164
2023
Q1 		$612K Buy
1,294
+8
+0.6% +$3.86K 0.04% 164
2022
Q4 		$682K Hold
1,286
– – 0.04% 151
2022
Q3 		$649K Buy
1,286
+36
+3% +$18.9K 0.04% 144
2022
Q2 		$642K Hold
1,250
– – 0.04% 144
2022
Q1 		$637K Buy
1,250
+121
+11% +$58.4K 0.03% 137
2021
Q4 		$567K Buy
1,129
+28
+3% +$12.7K 0.03% 145
2021
Q3 		$430K Sell
1,101
-3
-0.3% -$1.24K 0.02% 169
2021
Q2 		$442K Hold
1,104
– – 0.02% 174
2021
Q1 		$411K Buy
1,104
+1
+0.1% +$347 0.02% 175
2020
Q4 		$387K Hold
1,103
– – 0.02% 172
2020
Q3 		$344K Hold
1,103
– – 0.02% 166
2020
Q2 		$325K Buy
1,103
+159
+17% +$45.6K 0.02% 167
2020
Q1 		$235K Sell
944
-56
-6% -$15.4K 0.02% 177
2019
Q4 		$294K Buy
1,000
+22
+2% +$5.76K 0.02% 182
2019
Q3 		$213K Buy
978
+4
+0.4% +$965 0.02% 200
2019
Q2 		$238K Hold
974
– – 0.02% 183
2019
Q1 		$241K Sell
974
-143
-13% -$36.5K 0.02% 184
2018
Q4 		$278K Buy
1,117
+20
+2% +$5.28K 0.03% 168
2018
Q3 		$292K Buy
+1,097
New +$285K 0.02% 186

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

Howland Capital Management's UNH Position: Q2 2025 in Review

Howland Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 867 shares — an estimated $454K sold.

Howland Capital Management first reported a position in UNH in Q3 2018 and held it in 27 quarters. The position peaked at $682K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Howland Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Howland Capital Management sold 867 UnitedHealth shares in Q2 2025, an estimated $454K.
  • Howland Capital Management first reported a position in UnitedHealth in Q3 2018 and held it in 27 quarters.
  • Howland Capital Management's UnitedHealth position peaked at $682K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Howland Capital Management's 13F filing for Q2 2025, filed 15 Aug 2025.