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Insight Wealth Strategies’s UnitedHealth UNH Stock Holding History

Insight Wealth Strategies’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
-6,336
Closed -$3.32M – 180
2025
Q1 		$3.32M Buy
6,336
+141
+2% +$72.1K 0.45% 69
2024
Q4 		$3.13M Sell
6,195
-197
-3% -$112K 0.42% 74
2024
Q3 		$3.74M Buy
6,392
+50
+0.8% +$28.3K 0.49% 58
2024
Q2 		$3.23M Buy
6,342
+163
+3% +$79.9K 0.46% 58
2024
Q1 		$3.06M Buy
6,179
+756
+14% +$384K 0.45% 53
2023
Q4 		$2.86M Buy
5,423
+76
+1% +$40.5K 0.46% 41
2023
Q3 		$2.7M Buy
5,347
+447
+9% +$220K 0.52% 37
2023
Q2 		$2.36M Sell
4,900
-5
-0.1% -$2.44K 0.45% 37
2023
Q1 		$2.32M Buy
4,905
+43
+0.9% +$20.8K 0.45% 29
2022
Q4 		$2.58M Sell
4,862
-104
-2% -$55.1K 0.5% 27
2022
Q3 		$2.55M Hold
4,966
– – 0.47% 28
2022
Q2 		$2.55M Sell
4,966
-224
-4% -$112K 0.47% 28
2022
Q1 		$2.65M Buy
5,190
+601
+13% +$290K 0.39% 33
2021
Q4 		$2.31M Buy
4,589
+460
+11% +$208K 0.33% 44
2021
Q3 		$1.61M Buy
4,129
+196
+5% +$81.2K 0.23% 64
2021
Q2 		$1.57M Sell
3,933
-886
-18% -$353K 0.22% 61
2021
Q1 		$1.79M Buy
4,819
+2,481
+106% +$860K 0.24% 61
2020
Q4 		$820K Buy
2,338
+161
+7% +$54K 0.14% 87
2020
Q3 		$679K Buy
2,177
+240
+12% +$73.7K 0.13% 82
2020
Q2 		$571K Sell
1,937
-2,856
-60% -$818K 0.13% 76
2020
Q1 		$1.2M Sell
4,793
-8,257
-63% -$2.27M 0.32% 32
2019
Q4 		$3.84M Buy
13,050
+313
+2% +$81.9K 0.81% 24
2019
Q3 		$2.77M Buy
12,737
+44
+0.3% +$10.6K 0.65% 26
2019
Q2 		$3.1M Buy
12,693
+3,017
+31% +$726K 0.76% 24
2019
Q1 		$2.39M Buy
9,676
+1,405
+17% +$358K 0.67% 28
2018
Q4 		$2.06M Buy
+8,271
New +$2.18M 0.63% 24

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 Wealth Strategies's UNH Position: Q2 2025 in Review

Insight Wealth Strategies sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 6,336 shares — an estimated $3.32M sold.

Insight Wealth Strategies first reported a position in UNH in Q4 2018 and held it in 26 quarters. The position peaked at $3.84M in Q4 2019. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Insight Wealth Strategies reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,336 UnitedHealth shares in Q2 2025, an estimated $3.32M.
  • Insight Wealth Strategies first reported a position in UnitedHealth in Q4 2018 and held it in 26 quarters.
  • Insight Wealth Strategies's UnitedHealth position peaked at $3.84M in Q4 2019.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Insight Wealth Strategies's 13F filing for Q2 2025, filed 7 Jul 2025.