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J.W. Coons Advisors’s UnitedHealth UNH Stock Holding History

J.W. Coons Advisors’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 		$3.37M Buy
10,807
+104
+1% +$39.7K 0.76% 37
2025
Q1 		$5.61M Sell
10,703
-22
-0.2% -$11.2K 1.48% 9
2024
Q4 		$5.43M Sell
10,725
-20
-0.2% -$11.4K 1.39% 12
2024
Q3 		$6.28M Sell
10,745
-65
-0.6% -$36.8K 1.57% 8
2024
Q2 		$5.51M Buy
10,810
+124
+1% +$60.8K 1.33% 11
2024
Q1 		$5.29M Buy
10,686
+1,224
+13% +$622K 1.19% 11
2023
Q4 		$4.98M Sell
9,462
-104
-1% -$55.5K 1.35% 9
2023
Q3 		$4.82M Sell
9,566
-270
-3% -$133K 1.39% 8
2023
Q2 		$4.73M Hold
9,836
– – 1.29% 13
2023
Q1 		$4.65M Sell
9,836
-152
-2% -$73.4K 1.33% 10
2022
Q4 		$5.3M Buy
9,988
+141
+1% +$74.7K 1.58% 8
2022
Q3 		$4.97M Sell
9,847
-41
-0.4% -$21.6K 1.88% 5
2022
Q2 		$5.08M Sell
9,888
-2,857
-22% -$1.43M 1.79% 6
2022
Q1 		$6.49M Buy
12,745
+111
+0.9% +$53.5K 1.94% 5
2021
Q4 		$6.34M Sell
12,634
-139
-1% -$62.9K 1.92% 5
2021
Q3 		$4.99M Buy
12,773
+130
+1% +$53.8K 1.71% 6
2021
Q2 		$5.06M Sell
12,643
-259
-2% -$103K 1.79% 6
2021
Q1 		$4.8M Sell
12,902
-347
-3% -$120K 1.72% 6
2020
Q4 		$4.65M Buy
13,249
+219
+2% +$73.4K 1.78% 6
2020
Q3 		$4.06M Buy
13,030
+935
+8% +$287K 1.69% 9
2020
Q2 		$3.56M Buy
12,095
+2,535
+27% +$726K 1.58% 10
2020
Q1 		$2.38M Buy
+9,560
New +$2.63M 1.25% 16

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

J.W. Coons Advisors's UNH Position: Q2 2025 in Review

J.W. Coons Advisors increased its UnitedHealth (UNH) stake by 0.97% in Q2 2025, buying an estimated $39.7K and bringing the position to 10,807 shares worth $3.37M. The position accounts for 0.76% of the portfolio, ranked #37.

J.W. Coons Advisors first reported a position in UNH in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.49M in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • J.W. Coons Advisors held 10,807 shares of UnitedHealth worth $3.37M as of Q2 2025.
  • J.W. Coons Advisors bought 104 UnitedHealth shares in Q2 2025, an estimated $39.7K.
  • UnitedHealth made up 0.76% of J.W. Coons Advisors's portfolio in Q2 2025, its #37 holding.
  • J.W. Coons Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 22 quarters since.
  • J.W. Coons Advisors's UnitedHealth position peaked at $6.49M in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.