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J.M. Forbes & Co’s UnitedHealth UNH Stock Holding History

J.M. Forbes & Co’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
-19,097
Closed -$10M – 143
2025
Q1 		$10M Buy
19,097
+502
+3% +$257K 0.97% 37
2024
Q4 		$9.41M Buy
18,595
+44
+0.2% +$25K 0.91% 39
2024
Q3 		$10.8M Sell
18,551
-359
-2% -$203K 1.06% 36
2024
Q2 		$9.63M Buy
18,910
+466
+3% +$228K 0.99% 37
2024
Q1 		$9.12M Sell
18,444
-353
-2% -$179K 0.99% 39
2023
Q4 		$9.9M Buy
18,797
+313
+2% +$167K 1.15% 31
2023
Q3 		$9.32M Buy
18,484
+240
+1% +$118K 1.21% 28
2023
Q2 		$8.77M Buy
18,244
+100
+0.6% +$48.9K 1.09% 35
2023
Q1 		$8.57M Sell
18,144
-10,452
-37% -$5.04M 1.17% 37
2022
Q4 		$15.2M Sell
28,596
-72
-0.3% -$38.1K 2.19% 18
2022
Q3 		$14.5M Buy
28,668
+368
+1% +$194K 2.26% 14
2022
Q2 		$14.5M Buy
28,300
+76
+0.3% +$38.2K 2.14% 18
2022
Q1 		$14.4M Buy
28,224
+228
+0.8% +$110K 1.82% 22
2021
Q4 		$14.1M Buy
27,996
+201
+0.7% +$91K 1.61% 27
2021
Q3 		$10.9M Buy
27,795
+456
+2% +$189K 1.37% 32
2021
Q2 		$10.9M Sell
27,339
-17
-0.1% -$6.78K 1.38% 32
2021
Q1 		$10.2M Buy
27,356
+311
+1% +$108K 1.42% 31
2020
Q4 		$9.48M Buy
27,045
+117
+0.4% +$39.2K 1.39% 30
2020
Q3 		$8.39M Sell
26,928
-88
-0.3% -$27K 1.34% 29
2020
Q2 		$7.97M Buy
27,016
+75
+0.3% +$21.5K 1.42% 29
2020
Q1 		$6.72M Buy
26,941
+1,614
+6% +$444K 1.5% 30
2019
Q4 		$7.45M Buy
25,327
+2,142
+9% +$560K 1.22% 40
2019
Q3 		$5.04M Sell
23,185
-81
-0.3% -$19.5K 0.97% 42
2019
Q2 		$5.68M Buy
23,266
+2,558
+12% +$615K 1.1% 39
2019
Q1 		$5.12M Buy
20,708
+461
+2% +$118K 1.1% 39
2018
Q4 		$5.04M Sell
20,247
-9
-0% -$2.38K 1.19% 37
2018
Q3 		$5.39M Buy
20,256
+90
+0.4% +$23.4K 1.15% 40
2018
Q2 		$4.95M Buy
+20,166
New +$4.84M 1.11% 40

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

J.M. Forbes & Co's UNH Position: Q2 2025 in Review

J.M. Forbes & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 19,097 shares — an estimated $10M sold.

J.M. Forbes & Co first reported a position in UNH in Q2 2018 and held it in 28 quarters. The position peaked at $15.2M in Q4 2022. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • J.M. Forbes & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • J.M. Forbes & Co sold 19,097 UnitedHealth shares in Q2 2025, an estimated $10M.
  • J.M. Forbes & Co first reported a position in UnitedHealth in Q2 2018 and held it in 28 quarters.
  • J.M. Forbes & Co's UnitedHealth position peaked at $15.2M in Q4 2022.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on J.M. Forbes & Co's 13F filing for Q2 2025, filed 18 Jul 2025.