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James Hambro & Partners’s UnitedHealth UNH Stock Holding History

James Hambro & Partners’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
-245,642
Closed -$129M – 53
2025
Q1 		$129M Buy
245,642
+14,784
+6% +$7.56M 5.37% 8
2024
Q4 		$117M Buy
230,858
+3,434
+2% +$1.95M 4.61% 10
2024
Q3 		$133M Buy
227,424
+8,573
+4% +$4.85M 5.55% 6
2024
Q2 		$111M Buy
218,851
+12,106
+6% +$5.93M 5.18% 8
2024
Q1 		$102M Buy
206,745
+14,019
+7% +$7.13M 4.79% 10
2023
Q4 		$102M Buy
192,726
+9,823
+5% +$5.24M 5.4% 7
2023
Q3 		$92.2M Buy
182,903
+19,564
+12% +$9.63M 5.98% 6
2023
Q2 		$78.5M Buy
163,339
+9,032
+6% +$4.42M 5.18% 8
2023
Q1 		$72.9M Buy
154,307
+8,224
+6% +$3.97M 5.33% 7
2022
Q4 		$77.5M Sell
146,083
-7,289
-5% -$3.86M 5.92% 6
2022
Q3 		$77.6M Sell
153,372
-10,066
-6% -$5.29M 6.77% 3
2022
Q2 		$84.2M Sell
163,438
-4,557
-3% -$2.29M 7.02% 3
2022
Q1 		$85.7M Sell
167,995
-2,346
-1% -$1.13M 6.08% 5
2021
Q4 		$85.5M Buy
170,341
+9,907
+6% +$4.48M 5.81% 6
2021
Q3 		$62.7M Buy
160,434
+6,386
+4% +$2.64M 4.68% 11
2021
Q2 		$61.7M Buy
154,048
+3,785
+3% +$1.51M 4.89% 10
2021
Q1 		$56M Buy
150,263
+12,328
+9% +$4.27M 5.17% 9
2020
Q4 		$48.3M Buy
137,935
+9,852
+8% +$3.3M 5.42% 11
2020
Q3 		$39.9M Buy
128,083
+4,951
+4% +$1.52M 5.63% 8
2020
Q2 		$36.3M Buy
123,132
+33,643
+38% +$9.64M 5.62% 9
2020
Q1 		$22.3M Buy
89,489
+8,595
+11% +$2.37M 4.37% 11
2019
Q4 		$23.8M Buy
80,894
+4,027
+5% +$1.05M 4.03% 11
2019
Q3 		$16.7M Buy
+76,867
New +$18.5M 3.34% 12
2019
Q1 		$2.48M Buy
10,041
+639
+7% +$163K 0.73% 19
2018
Q4 		$2.34M Buy
+9,402
New +$2.48M 0.92% 19

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

James Hambro & Partners's UNH Position: Q2 2025 in Review

James Hambro & Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 245,642 shares — an estimated $129M sold.

James Hambro & Partners first reported a position in UNH in Q4 2018 and held it in 25 quarters. The position peaked at $133M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • James Hambro & Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • James Hambro & Partners sold 245,642 UnitedHealth shares in Q2 2025, an estimated $129M.
  • James Hambro & Partners first reported a position in UnitedHealth in Q4 2018 and held it in 25 quarters.
  • James Hambro & Partners's UnitedHealth position peaked at $133M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on James Hambro & Partners's 13F filing for Q2 2025, filed 17 Jul 2025.