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Lyell Wealth Management’s UnitedHealth UNH Stock Holding History

Lyell 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
-1,161
Closed -$608K – 229
2025
Q1 		$608K Sell
1,161
-2,216
-66% -$1.13M 0.06% 136
2024
Q4 		$1.71M Sell
3,377
-4,904
-59% -$2.79M 0.15% 101
2024
Q3 		$4.84M Sell
8,281
-275
-3% -$156K 0.44% 71
2024
Q2 		$4.36M Buy
8,556
+985
+13% +$483K 0.42% 73
2024
Q1 		$3.75M Buy
7,571
+1,221
+19% +$621K 0.38% 77
2023
Q4 		$3.34M Buy
6,350
+470
+8% +$251K 0.38% 78
2023
Q3 		$2.96M Buy
5,880
+115
+2% +$56.6K 0.4% 77
2023
Q2 		$2.77M Buy
5,765
+394
+7% +$193K 0.35% 83
2023
Q1 		$2.54M Sell
5,371
-492
-8% -$237K 0.36% 82
2022
Q4 		$3.11M Buy
5,863
+4,993
+574% +$2.64M 0.49% 70
2022
Q3 		$439K Buy
870
+22
+3% +$11.6K 0.07% 132
2022
Q2 		$436K Buy
848
+78
+10% +$39.2K 0.07% 139
2022
Q1 		$393K Buy
770
+222
+41% +$107K 0.05% 154
2021
Q4 		$275K Buy
548
+51
+10% +$23.1K 0.03% 168
2021
Q3 		$194K Hold
497
– – 0.02% 179
2021
Q2 		$199K Buy
+497
New +$198K 0.02% 186

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

Lyell Wealth Management's UNH Position: Q2 2025 in Review

Lyell Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,161 shares — an estimated $608K sold.

Lyell Wealth Management first reported a position in UNH in Q2 2021 and held it in 16 quarters. The position peaked at $4.84M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Lyell Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Lyell Wealth Management sold 1,161 UnitedHealth shares in Q2 2025, an estimated $608K.
  • Lyell Wealth Management first reported a position in UnitedHealth in Q2 2021 and held it in 16 quarters.
  • Lyell Wealth Management's UnitedHealth position peaked at $4.84M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Lyell Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.