Ipswich Investment Management’s UnitedHealth UNH Stock Holding History

Ipswich Investment Management’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	-747	Closed	-$391K	–	195
2025 Q1	$391K	Sell	747 -325	-30%	-$166K	0.1%	133
2024 Q4	$542K	Sell	1,072 -12	-1%	-$6.82K	0.13%	116
2024 Q3	$634K	Hold	1,084	–	–	0.15%	110
2024 Q2	$552K	Sell	1,084 -10	-0.9%	-$4.9K	0.13%	120
2024 Q1	$541K	Buy	1,094 +20	+2%	+$10.2K	0.13%	125
2023 Q4	$565K	Buy	1,074 +50	+5%	+$26.7K	0.14%	119
2023 Q3	$516K	Buy	1,024 +24	+2%	+$11.8K	0.14%	124
2023 Q2	$481K	Buy	+1,000	New	+$489K	0.13%	129
2019 Q1	–	Sell	-160	Closed	-$40K	–	369
2018 Q4	$40K	Buy	+160	New	+$42.3K	0.01%	294

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

Ipswich Investment Management's UNH Position: Q2 2025 in Review

Ipswich Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 747 shares — an estimated $391K sold.

Ipswich Investment Management first reported a position in UNH in Q4 2018 and held it in 9 quarters. The position peaked at $634K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Ipswich Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Ipswich Investment Management sold 747 UnitedHealth shares in Q2 2025, an estimated $391K.
Ipswich Investment Management first reported a position in UnitedHealth in Q4 2018 and held it in 9 quarters.
Ipswich Investment Management's UnitedHealth position peaked at $634K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Ipswich Investment Management's 13F filing for Q2 2025, filed 16 Jul 2025.