IAG
UNH icon

Investmark Advisory Group’s UnitedHealth UNH Stock Holding History

Investmark Advisory 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
-545
Closed -$286K – 130
2025
Q1 		$286K Buy
545
+1
+0.2% +$511 0.14% 97
2024
Q4 		$275K Sell
544
-187
-26% -$106K 0.14% 99
2024
Q3 		$427K Buy
731
+14
+2% +$7.92K 0.21% 79
2024
Q2 		$365K Sell
717
-63
-8% -$30.9K 0.19% 80
2024
Q1 		$386K Buy
780
+1
+0.1% +$508 0.21% 79
2023
Q4 		$410K Buy
779
+1
+0.1% +$533 0.24% 76
2023
Q3 		$392K Buy
778
+2
+0.3% +$984 0.27% 70
2023
Q2 		$373K Buy
776
+20
+3% +$9.78K 0.25% 72
2023
Q1 		$357K Sell
756
-20
-3% -$9.65K 0.26% 67
2022
Q4 		$411K Buy
776
+46
+6% +$24.4K 0.3% 64
2022
Q3 		$368K Buy
730
+189
+35% +$99.4K 0.33% 55
2022
Q2 		$277K Sell
541
-36
-6% -$18.1K 0.27% 60
2022
Q1 		$294K Sell
577
-31
-5% -$15K 0.3% 62
2021
Q4 		$305K Buy
+608
New +$275K 0.29% 61

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

Investmark Advisory Group's UNH Position: Q2 2025 in Review

Investmark Advisory Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 545 shares — an estimated $286K sold.

Investmark Advisory Group first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $427K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Investmark Advisory Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Investmark Advisory Group sold 545 UnitedHealth shares in Q2 2025, an estimated $286K.
  • Investmark Advisory Group first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Investmark Advisory Group's UnitedHealth position peaked at $427K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Investmark Advisory Group's 13F filing for Q2 2025, filed 14 Aug 2025.