Lodestar Private Asset Management’s UnitedHealth UNH Stock Holding History

Lodestar Private Asset 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	-484	Closed	-$254K	–	228
2025 Q1	$254K	Hold	484	–	–	0.03%	195
2024 Q4	$245K	Sell	484 -61	-11%	-$34.7K	0.03%	198
2024 Q3	$319K	Buy	545 +3	+0.6%	+$1.7K	0.04%	170
2024 Q2	$276K	Sell	542 -49	-8%	-$24K	0.04%	184
2024 Q1	$292K	Sell	591 -131	-18%	-$66.6K	0.04%	176
2023 Q4	$380K	Hold	722	–	–	0.06%	147
2023 Q3	$364K	Sell	722 -23	-3%	-$11.3K	0.06%	138
2023 Q2	$358K	Buy	745 +26	+4%	+$12.7K	0.06%	147
2023 Q1	$340K	Sell	719 -1	-0.1%	-$483	0.06%	149
2022 Q4	$382K	Buy	+720	New	+$381K	0.07%	138

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

Lodestar Private Asset Management's UNH Position: Q2 2025 in Review

Lodestar Private Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 484 shares — an estimated $254K sold.

Lodestar Private Asset Management first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $382K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Lodestar Private Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Lodestar Private Asset Management sold 484 UnitedHealth shares in Q2 2025, an estimated $254K.
Lodestar Private Asset Management first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Lodestar Private Asset Management's UnitedHealth position peaked at $382K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Lodestar Private Asset Management's 13F filing for Q2 2025, filed 25 Jul 2025.