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Lakeridge Wealth Management’s UnitedHealth UNH Stock Holding History

Lakeridge 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 		– Sell
-420
Closed -$220K – 156
2025
Q1 		$220K Buy
420
+23
+6% +$11.8K 0.11% 143
2024
Q4 		$201K Buy
397
+1
+0.3% +$568 0.1% 148
2024
Q3 		$232K Buy
+396
New +$224K 0.13% 137
2024
Q2 		– Sell
-489
Closed -$242K – 148
2024
Q1 		$242K Buy
489
+6
+1% +$3.05K 0.16% 114
2023
Q4 		$254K Buy
+483
New +$258K 0.18% 101

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

Lakeridge Wealth Management's UNH Position: Q2 2025 in Review

Lakeridge Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 420 shares — an estimated $220K sold.

Lakeridge Wealth Management first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $254K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Lakeridge Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 420 UnitedHealth shares in Q2 2025, an estimated $220K.
  • Lakeridge Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Lakeridge Wealth Management's UnitedHealth position peaked at $254K in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Lakeridge Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.