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UNH icon

Longbow Finance’s UnitedHealth UNH Stock Holding History

Longbow Finance’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
-20,704
Closed -$10.8M – 97
2025
Q1 		$10.8M Sell
20,704
-4,446
-18% -$2.27M 1.3% 21
2024
Q4 		$12.7M Buy
25,150
+1,191
+5% +$677K 1.39% 17
2024
Q3 		$14M Sell
23,959
-1,475
-6% -$834K 1.49% 14
2024
Q2 		$13M Sell
25,434
-1,461
-5% -$716K 1.34% 17
2024
Q1 		$13.3M Buy
+26,895
New +$13.7M 1.35% 19
2023
Q3 		– Sell
-44,141
Closed -$21.2M – 65
2023
Q2 		$21.2M Sell
44,141
-28
-0.1% -$13.7K 2.47% 11
2023
Q1 		$20.9M Buy
44,169
+454
+1% +$219K 2.63% 9
2022
Q4 		$23.2M Buy
+43,715
New +$23.2M 3.12% 5

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

Longbow Finance's UNH Position: Q2 2025 in Review

Longbow Finance sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 20,704 shares — an estimated $10.8M sold.

Longbow Finance first reported a position in UNH in Q4 2022 and held it in 8 quarters. The position peaked at $23.2M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Longbow Finance reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Longbow Finance sold 20,704 UnitedHealth shares in Q2 2025, an estimated $10.8M.
  • Longbow Finance first reported a position in UnitedHealth in Q4 2022 and held it in 8 quarters.
  • Longbow Finance's UnitedHealth position peaked at $23.2M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Longbow Finance's 13F filing for Q2 2025, filed 5 Aug 2025.