Hutchens & Kramer Investment Management Group’s UnitedHealth UNH Stock Holding History

Hutchens & Kramer Investment Management 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	-495	Closed	-$259K	–	178
2025 Q1	$259K	Sell	495 -18	-4%	-$9.2K	0.14%	120
2024 Q4	$260K	Sell	513 -47	-8%	-$26.7K	0.14%	116
2024 Q3	$327K	Sell	560 -94	-14%	-$53.2K	0.18%	102
2024 Q2	$324K	Sell	654 -431	-40%	-$211K	0.18%	94
2024 Q1	$531K	Buy	1,085 +152	+16%	+$77.3K	0.31%	61
2023 Q4	$491K	Buy	933 +160	+21%	+$85.3K	0.35%	58
2023 Q3	$398K	Sell	773 -23	-3%	-$11.3K	0.32%	61
2023 Q2	$383K	Sell	796 -7	-0.9%	-$3.42K	0.31%	62
2023 Q1	$379K	Sell	803 -280	-26%	-$135K	0.33%	61
2022 Q4	$574K	Sell	1,083 -84	-7%	-$44.5K	0.42%	53
2022 Q3	$602K	Buy	1,167 +61	+6%	+$32.1K	0.49%	46
2022 Q2	$572K	Buy	1,106 +167	+18%	+$83.9K	0.42%	55
2022 Q1	$481K	Buy	939 +49	+6%	+$23.6K	0.27%	65
2021 Q4	$450K	Buy	+890	New	+$403K	0.28%	62

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

Hutchens & Kramer Investment Management Group's UNH Position: Q2 2025 in Review

Hutchens & Kramer Investment Management Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 495 shares — an estimated $259K sold.

Hutchens & Kramer Investment Management Group first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $602K in Q3 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Hutchens & Kramer Investment Management Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 495 UnitedHealth shares in Q2 2025, an estimated $259K.
Hutchens & Kramer Investment Management Group first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Hutchens & Kramer Investment Management Group's UnitedHealth position peaked at $602K in Q3 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2025, filed 5 Aug 2025.