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Little House Capital’s UnitedHealth UNH Stock Holding History

Little House Capital’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
-5,773
Closed -$3.02M – 138
2025
Q1 		$3.02M Sell
5,773
-6,856
-54% -$3.5M 0.83% 35
2024
Q4 		$6.39M Sell
12,629
-750
-6% -$426K 1.83% 17
2024
Q3 		$7.82M Buy
13,379
+1,002
+8% +$567K 2.24% 12
2024
Q2 		$6.3M Buy
12,377
+782
+7% +$383K 1.97% 15
2024
Q1 		$5.74M Buy
11,595
+2,888
+33% +$1.47M 1.9% 16
2023
Q4 		$4.58M Buy
8,707
+204
+2% +$109K 1.67% 17
2023
Q3 		$4.29M Buy
8,503
+1,133
+15% +$558K 1.76% 17
2023
Q2 		$3.54M Sell
7,370
-818
-10% -$400K 1.51% 18
2023
Q1 		$3.87M Buy
8,188
+1,104
+16% +$533K 1.82% 15
2022
Q4 		$3.76M Buy
7,084
+1,349
+24% +$715K 1.86% 12
2022
Q3 		$2.9M Buy
5,735
+86
+2% +$45.2K 1.54% 17
2022
Q2 		$2.9M Buy
5,649
+432
+8% +$217K 1.56% 16
2022
Q1 		$2.66M Sell
5,217
-1,081
-17% -$521K 1.36% 17
2021
Q4 		$3.16M Buy
6,298
+229
+4% +$104K 1.67% 11
2021
Q3 		$2.37M Sell
6,069
-758
-11% -$314K 1.39% 19
2021
Q2 		$2.73M Buy
6,827
+488
+8% +$195K 1.48% 14
2021
Q1 		$2.36M Buy
6,339
+267
+4% +$92.5K 0.83% 44
2020
Q4 		$2.13M Sell
6,072
-1,319
-18% -$442K 1.57% 20
2020
Q3 		$2.3M Sell
7,391
-122
-2% -$37.5K 1.91% 11
2020
Q2 		$2.22M Sell
7,513
-1,526
-17% -$437K 2.04% 11
2020
Q1 		$2.25M Buy
9,039
+1,092
+14% +$301K 2.45% 10
2019
Q4 		$2.34M Sell
7,947
-13
-0.2% -$3.4K 2.02% 13
2019
Q3 		$1.73M Sell
7,960
-52
-0.6% -$12.5K 1.31% 26
2019
Q2 		$2.04K Buy
8,012
+354
+5% +$85.1K 1.36% 17
2019
Q1 		$1.89M Buy
7,658
+1,847
+32% +$471K 1.42% 19
2018
Q4 		$1.45M Buy
+5,811
New +$1.54M 1.4% 24

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

Little House Capital's UNH Position: Q2 2025 in Review

Little House Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 5,773 shares — an estimated $3.02M sold.

Little House Capital first reported a position in UNH in Q4 2018 and held it in 26 quarters. The position peaked at $7.82M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Little House Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Little House Capital sold 5,773 UnitedHealth shares in Q2 2025, an estimated $3.02M.
  • Little House Capital first reported a position in UnitedHealth in Q4 2018 and held it in 26 quarters.
  • Little House Capital's UnitedHealth position peaked at $7.82M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Little House Capital's 13F filing for Q2 2025, filed 8 Jul 2025.