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Kathleen S. Wright Associates’s UnitedHealth UNH Stock Holding History

Kathleen S. Wright Associates’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
-47
Closed -$24.6K – 255
2025
Q1 		$24.6K Hold
47
– – 0.01% 181
2024
Q4 		$23.8K Hold
47
– – 0.01% 186
2024
Q3 		$27.5K Buy
+47
New +$26.6K 0.01% 190
2024
Q2 		– Sell
-17
Closed -$8.41K – 244
2024
Q1 		$8.41K Hold
17
– – ﹤0.01% 193
2023
Q4 		$8.95K Hold
17
– – ﹤0.01% 167
2023
Q3 		$8.57K Hold
17
– – ﹤0.01% 152
2023
Q2 		$8.17K Hold
17
– – 0.01% 138
2023
Q1 		$8.03K Hold
17
– – 0.01% 131
2022
Q4 		$9K Hold
17
– – 0.01% 156
2022
Q3 		$9K Buy
+17
New +$8.94K 0.01% 140

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

Kathleen S. Wright Associates's UNH Position: Q2 2025 in Review

Kathleen S. Wright Associates sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 47 shares — an estimated $24.6K sold.

Kathleen S. Wright Associates first reported a position in UNH in Q3 2022 and held it in 10 quarters. The position peaked at $27.5K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Kathleen S. Wright Associates reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 47 UnitedHealth shares in Q2 2025, an estimated $24.6K.
  • Kathleen S. Wright Associates first reported a position in UnitedHealth in Q3 2022 and held it in 10 quarters.
  • Kathleen S. Wright Associates's UnitedHealth position peaked at $27.5K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2025, filed 31 Jul 2025.