Hutner Capital Management’s UnitedHealth UNH Stock Holding History

Hutner 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	-400	Closed	-$210K	–	47
2025 Q1	$210K	Hold	400	–	–	0.09%	48
2024 Q4	$202K	Hold	400	–	–	0.1%	45
2024 Q3	$234K	Sell	400 -12	-3%	-$6.79K	0.12%	45
2024 Q2	$210K	Sell	412 -20	-5%	-$9.8K	0.12%	43
2024 Q1	$214K	Hold	432	–	–	0.12%	43
2023 Q4	$227K	Hold	432	–	–	0.13%	43
2023 Q3	$218K	Hold	432	–	–	0.13%	44
2023 Q2	$208K	Hold	432	–	–	0.12%	44
2023 Q1	$204K	Hold	432	–	–	0.12%	44
2022 Q4	$229K	Hold	432	–	–	0.14%	43
2022 Q3	$218K	Buy	432 +32	+8%	+$16.8K	0.15%	43
2022 Q2	$205K	Hold	400	–	–	0.13%	43
2022 Q1	$204K	Hold	400	–	–	0.12%	45
2021 Q4	$201K	Buy	+400	New	+$181K	0.12%	45

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

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

Hutner Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 400 shares — an estimated $210K sold.

Hutner Capital Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $234K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Hutner Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Hutner Capital Management sold 400 UnitedHealth shares in Q2 2025, an estimated $210K.
Hutner Capital Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Hutner Capital Management's UnitedHealth position peaked at $234K in Q3 2024.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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