Innova Wealth Partners’s UnitedHealth UNH Stock Holding History

Innova Wealth 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	-892	Closed	-$467K	–	116
2025 Q1	$467K	Sell	892 -8	-0.9%	-$4.09K	0.29%	55
2024 Q4	$455K	Buy	+900	New	+$511K	0.29%	50
2024 Q3	–	Sell	-1,090	Closed	-$555K	–	136
2024 Q2	$555K	Buy	1,090 +163	+18%	+$79.9K	0.4%	47
2024 Q1	$459K	Buy	927 +114	+14%	+$58K	0.35%	48
2023 Q4	$428K	Buy	813 +76	+10%	+$40.5K	0.37%	37
2023 Q3	$372K	Buy	737 +21	+3%	+$10.3K	0.33%	34
2023 Q2	$344K	Buy	+716	New	+$350K	0.29%	39

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

Innova Wealth Partners's UNH Position: Q2 2025 in Review

Innova Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 892 shares — an estimated $467K sold.

Innova Wealth Partners first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $555K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Innova Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Innova Wealth Partners sold 892 UnitedHealth shares in Q2 2025, an estimated $467K.
Innova Wealth Partners first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
Innova Wealth Partners's UnitedHealth position peaked at $555K in Q2 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Innova Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.