Indie Asset Partners’s UnitedHealth UNH Stock Holding History

Indie Asset Partners’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	-633	Closed	-$331K	–	103
2025 Q1	$331K	Sell	633 -44	-6%	-$22.5K	0.29%	57
2024 Q4	$343K	Buy	677 +1	+0.1%	+$568	0.27%	61
2024 Q3	$395K	Buy	676 +1	+0.1%	+$566	0.3%	59
2024 Q2	$344K	Buy	675 +101	+18%	+$49.5K	0.27%	61
2024 Q1	$284K	Buy	574 +16	+3%	+$8.13K	0.25%	64
2023 Q4	$294K	Sell	558 -10	-2%	-$5.33K	0.26%	58
2023 Q3	$286K	Buy	568 +1	+0.2%	+$492	0.29%	51
2023 Q2	$273K	Buy	567 +10	+2%	+$4.89K	0.3%	52
2023 Q1	$263K	Hold	557	–	–	0.31%	57
2022 Q4	$295K	Hold	557	–	–	0.32%	59
2022 Q3	$281K	Hold	557	–	–	0.29%	63
2022 Q2	$286K	Sell	557 -175	-24%	-$87.9K	0.25%	68
2022 Q1	$373K	Sell	732 -20	-3%	-$9.65K	0.28%	66
2021 Q4	$378K	Buy	752 +107	+17%	+$48.4K	0.27%	74
2021 Q3	$252K	Hold	645	–	–	0.2%	103
2021 Q2	$258K	Sell	645 -20	-3%	-$7.97K	0.21%	100
2021 Q1	$247K	Hold	665	–	–	0.28%	98
2020 Q4	$233K	Buy	665 +6	+0.9%	+$2.01K	0.27%	91
2020 Q3	$205K	Hold	659	–	–	0.26%	87
2020 Q2	$210K	Buy	+659	New	+$189K	0.26%	86

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

Indie Asset Partners's UNH Position: Q2 2025 in Review

Indie Asset Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 633 shares — an estimated $331K sold.

Indie Asset Partners first reported a position in UNH in Q2 2020 and held it in 20 quarters. The position peaked at $395K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Indie Asset Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 633 UnitedHealth shares in Q2 2025, an estimated $331K.
Indie Asset Partners first reported a position in UnitedHealth in Q2 2020 and held it in 20 quarters.
Indie Asset Partners's UnitedHealth position peaked at $395K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.