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Lord & Richards Wealth Management’s UnitedHealth UNH Stock Holding History

Lord & Richards Wealth 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
-2,772
Closed -$1.45M – 158
2025
Q1 		$1.45M Buy
2,772
+1,754
+172% +$897K 1.65% 14
2024
Q4 		$515K Buy
+1,018
New +$578K 1.09% 34

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

Lord & Richards Wealth Management's UNH Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,772 shares — an estimated $1.45M sold.

Lord & Richards Wealth Management first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $1.45M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 2,772 UnitedHealth shares in Q2 2025, an estimated $1.45M.
  • Lord & Richards Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's UnitedHealth position peaked at $1.45M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.