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Insight Inv LLC’s UnitedHealth UNH Stock Holding History

Insight Inv LLC’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
-20,304
Closed -$183K – 133
2025
Q1 		$183K Buy
20,304
+20,001
+6,601% +$10.2M 0.13% 97
2024
Q4 		$153K Buy
303
+152
+101% +$86.4K 0.11% 98
2024
Q3 		$88.3K Buy
+151
New +$85.4K 0.07% 77
2022
Q3 		– Sell
-159
Closed -$82K – 158
2022
Q2 		$82K Buy
+159
New +$79.8K 0.08% 100

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

Insight Inv LLC's UNH Position: Q2 2025 in Review

Insight Inv LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 20,304 shares — an estimated $183K sold.

Insight Inv LLC first reported a position in UNH in Q2 2022 and held it in 4 quarters. The position peaked at $183K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Insight Inv LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Insight Inv LLC sold 20,304 UnitedHealth shares in Q2 2025, an estimated $183K.
  • Insight Inv LLC first reported a position in UnitedHealth in Q2 2022 and held it in 4 quarters.
  • Insight Inv LLC's UnitedHealth position peaked at $183K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Insight Inv LLC's 13F filing for Q2 2025, filed 24 Jul 2025.