Investment Advisory Group’s UnitedHealth UNH Stock Holding History

Investment 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	-533	Closed	-$279K	–	180
2025 Q1	$279K	Buy	533 +4	+0.8%	+$2.04K	0.09%	134
2024 Q4	$268K	Buy	529 +17	+3%	+$9.66K	0.09%	137
2024 Q3	$299K	Buy	512 +29	+6%	+$16.4K	0.1%	130
2024 Q2	$246K	Sell	483 -39	-7%	-$19.1K	0.1%	136
2024 Q1	$258K	Buy	522 +67	+15%	+$34.1K	0.11%	130
2023 Q4	$239K	Sell	455 -37	-8%	-$19.7K	0.11%	129
2023 Q3	$248K	Buy	492 +27	+6%	+$13.3K	0.13%	112
2023 Q2	$223K	Hold	465	–	–	0.11%	125
2023 Q1	$220K	Hold	465	–	–	0.13%	125
2022 Q4	$246K	Hold	465	–	–	0.15%	114
2022 Q3	$235K	Buy	465 +41	+10%	+$21.6K	0.16%	109
2022 Q2	$217K	Buy	424 +16	+4%	+$8.04K	0.15%	113
2022 Q1	$209K	Buy	+408	New	+$197K	0.13%	123

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

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

Investment Advisory Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 533 shares — an estimated $279K sold.

Investment Advisory Group first reported a position in UNH in Q1 2022 and held it in 13 quarters. The position peaked at $299K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Investment Advisory Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Investment Advisory Group sold 533 UnitedHealth shares in Q2 2025, an estimated $279K.
Investment Advisory Group first reported a position in UnitedHealth in Q1 2022 and held it in 13 quarters.
Investment Advisory Group's UnitedHealth position peaked at $299K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Investment Advisory Group's 13F filing for Q2 2025, filed 25 Jul 2025.