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Independent Wealth Network’s UnitedHealth UNH Stock Holding History

Independent Wealth Network’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
-503
Closed -$263K – 262
2025
Q1 		$263K Buy
503
+39
+8% +$19.9K 0.11% 192
2024
Q4 		$235K Buy
464
+101
+28% +$57.4K 0.1% 201
2024
Q3 		$212K Buy
+363
New +$205K 0.09% 204
2024
Q2 		– Sell
-408
Closed -$202K – 228
2024
Q1 		$202K Sell
408
-47
-10% -$23.9K 0.09% 208
2023
Q4 		$240K Buy
455
+1
+0.2% +$533 0.13% 173
2023
Q3 		$229K Sell
454
-6
-1% -$2.95K 0.14% 168
2023
Q2 		$221K Buy
460
+15
+3% +$7.33K 0.13% 179
2023
Q1 		$210K Sell
445
-10
-2% -$4.83K 0.13% 177
2022
Q4 		$241K Sell
455
-47
-9% -$24.9K 0.17% 150
2022
Q3 		$254K Buy
502
+20
+4% +$10.5K 0.2% 133
2022
Q2 		$248K Sell
482
-55
-10% -$27.6K 0.18% 144
2022
Q1 		$274K Sell
537
-96
-15% -$46.3K 0.17% 149
2021
Q4 		$318K Buy
633
+20
+3% +$9.05K 0.2% 134
2021
Q3 		$280K Buy
+613
New +$254K 0.18% 140

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

Independent Wealth Network's UNH Position: Q2 2025 in Review

Independent Wealth Network sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 503 shares — an estimated $263K sold.

Independent Wealth Network first reported a position in UNH in Q3 2021 and held it in 14 quarters. The position peaked at $318K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Independent Wealth Network reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Independent Wealth Network sold 503 UnitedHealth shares in Q2 2025, an estimated $263K.
  • Independent Wealth Network first reported a position in UnitedHealth in Q3 2021 and held it in 14 quarters.
  • Independent Wealth Network's UnitedHealth position peaked at $318K in Q4 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Independent Wealth Network's 13F filing for Q2 2025, filed 16 Jul 2025.