Laurel Wealth Planning’s UnitedHealth UNH Stock Holding History

Laurel Wealth Planning’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	-545	Closed	-$285K	–	58
2025 Q1	$285K	Hold	545	–	–	0.19%	45
2024 Q4	$276K	Hold	545	–	–	0.18%	46
2024 Q3	$319K	Hold	545	–	–	0.21%	45
2024 Q2	$278K	Hold	545	–	–	0.19%	45
2024 Q1	$270K	Hold	545	–	–	0.18%	47
2023 Q4	$287K	Hold	545	–	–	0.2%	46
2023 Q3	$275K	Sell	545 -545	-50%	-$268K	0.21%	44
2023 Q2	$524K	Hold	1,090	–	–	0.37%	43
2023 Q1	$515K	Hold	1,090	–	–	0.34%	47
2022 Q4	$578K	Sell	1,090 -57	-5%	-$30.2K	0.37%	43
2022 Q3	$579K	Sell	1,147 -8	-0.7%	-$4.21K	0.43%	43
2022 Q2	$593K	Buy	1,155 +8	+0.7%	+$4.02K	0.42%	44
2022 Q1	$585K	Sell	1,147 -350	-23%	-$169K	0.39%	46
2021 Q4	$752K	Sell	1,497 -160	-10%	-$72.4K	0.57%	37
2021 Q3	$647K	Buy	1,657 +1,500	+955%	+$621K	0.52%	38
2021 Q2	$63K	Buy	157 +100	+175%	+$39.9K	0.05%	62
2021 Q1	$21K	Hold	57	–	–	0.02%	76
2020 Q4	$20K	Buy	+57	New	+$19.1K	0.02%	69

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Planning's UNH Position: Q2 2025 in Review

Laurel Wealth Planning sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 545 shares — an estimated $285K sold.

Laurel Wealth Planning first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $752K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Laurel Wealth Planning reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Planning sold 545 UnitedHealth shares in Q2 2025, an estimated $285K.
Laurel Wealth Planning first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
Laurel Wealth Planning's UnitedHealth position peaked at $752K in Q4 2021.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Laurel Wealth Planning's 13F filing for Q2 2025, filed 8 Aug 2025.