Intrepid Financial Planning Group’s UnitedHealth UNH Stock Holding History

Intrepid Financial Planning Group’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	-974	Closed	-$510K	–	126
2025 Q1	$510K	Sell	974 -19	-2%	-$9.71K	0.24%	66
2024 Q4	$502K	Sell	993 -200	-17%	-$114K	0.21%	70
2024 Q3	$698K	Hold	1,193	–	–	0.3%	56
2024 Q2	$608K	Sell	1,193 -60	-5%	-$29.4K	0.26%	58
2024 Q1	$620K	Buy	1,253 +5	+0.4%	+$2.54K	0.27%	60
2023 Q4	$657K	Hold	1,248	–	–	0.31%	53
2023 Q3	$629K	Hold	1,248	–	–	0.33%	53
2023 Q2	$600K	Buy	1,248 +48	+4%	+$23.5K	0.29%	58
2023 Q1	$567K	Hold	1,200	–	–	0.29%	57
2022 Q4	$636K	Buy	1,200 +110	+10%	+$58.3K	0.35%	52
2022 Q3	$550K	Buy	1,090 +15	+1%	+$7.89K	0.31%	52
2022 Q2	$552K	Buy	+1,075	New	+$540K	0.3%	51

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

Intrepid Financial Planning Group's UNH Position: Q2 2025 in Review

Intrepid Financial Planning Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 974 shares — an estimated $510K sold.

Intrepid Financial Planning Group first reported a position in UNH in Q2 2022 and held it in 12 quarters. The position peaked at $698K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Intrepid Financial Planning Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Intrepid Financial Planning Group sold 974 UnitedHealth shares in Q2 2025, an estimated $510K.
Intrepid Financial Planning Group first reported a position in UnitedHealth in Q2 2022 and held it in 12 quarters.
Intrepid Financial Planning Group's UnitedHealth position peaked at $698K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.