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Leonard Rickey Investment Advisors’s UnitedHealth UNH Stock Holding History

Leonard Rickey Investment 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 		– Sell
-486
Closed -$285K – 116
2025
Q1 		$285K Sell
486
-10
-2% -$5.11K 0.06% 82
2024
Q4 		$251K Buy
496
+37
+8% +$21K 0.06% 93
2024
Q3 		$269K Buy
+459
New +$260K 0.06% 87

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

Leonard Rickey Investment Advisors's UNH Position: Q2 2025 in Review

Leonard Rickey Investment Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 486 shares — an estimated $285K sold.

Leonard Rickey Investment Advisors first reported a position in UNH in Q3 2024 and held it in 3 quarters. The position peaked at $285K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Leonard Rickey Investment Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 486 UnitedHealth shares in Q2 2025, an estimated $285K.
  • Leonard Rickey Investment Advisors first reported a position in UnitedHealth in Q3 2024 and held it in 3 quarters.
  • Leonard Rickey Investment Advisors's UnitedHealth position peaked at $285K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.