Iron Horse Wealth Management’s UnitedHealth UNH Stock Holding History

Iron Horse Wealth 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	$327K	Sell	1,048 -83	-7%	-$31.7K	0.1%	36
2025 Q1	$592K	Sell	1,131 -6	-0.5%	-$3.07K	0.19%	26
2024 Q4	$575K	Buy	1,137 +13	+1%	+$7.39K	0.19%	25
2024 Q3	$657K	Sell	1,124 -43	-4%	-$24.3K	0.22%	22
2024 Q2	$594K	Hold	1,167	–	–	0.23%	22
2024 Q1	$577K	Hold	1,167	–	–	0.23%	22
2023 Q4	$614K	Sell	1,167 -50	-4%	-$26.7K	0.27%	21
2023 Q3	$614K	Buy	1,217 +19	+2%	+$9.35K	0.3%	21
2023 Q2	$576K	Hold	1,198	–	–	0.28%	22
2023 Q1	$566K	Buy	1,198 +4	+0.3%	+$1.93K	0.28%	22
2022 Q4	$633K	Buy	+1,194	New	+$632K	0.34%	21
2022 Q3	–	Sell	-1,244	Closed	-$639K	–	278
2022 Q2	$639K	Hold	1,244	–	–	0.36%	21
2022 Q1	$634K	Sell	1,244 -50	-4%	-$24.1K	0.35%	22
2021 Q4	$650K	Hold	1,294	–	–	0.37%	20
2021 Q3	$506K	Sell	1,294 -50	-4%	-$20.7K	0.31%	22
2021 Q2	$538K	Hold	1,344	–	–	0.35%	21
2021 Q1	$500K	Hold	1,344	–	–	0.37%	21
2020 Q4	$471K	Buy	+1,344	New	+$451K	0.38%	23

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

Iron Horse Wealth Management's UNH Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its UnitedHealth (UNH) stake by 7.3% in Q2 2025, selling an estimated $31.7K and leaving 1,048 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #36.

Iron Horse Wealth Management first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. The position peaked at $657K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Iron Horse Wealth Management held 1,048 shares of UnitedHealth worth $327K as of Q2 2025.
Iron Horse Wealth Management sold 83 UnitedHealth shares in Q2 2025, an estimated $31.7K.
UnitedHealth made up 0.1% of Iron Horse Wealth Management's portfolio in Q2 2025, its #36 holding.
Iron Horse Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's UnitedHealth position peaked at $657K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.