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M3 Advisory Group’s UnitedHealth UNH Stock Holding History

M3 Advisory Group’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
-623
Closed -$326K – 151
2025
Q1 		$326K Sell
623
-134
-18% -$68.5K 0.26% 83
2024
Q4 		$383K Sell
757
-256
-25% -$145K 0.27% 78
2024
Q3 		$592K Buy
1,013
+44
+5% +$24.9K 0.44% 47
2024
Q2 		$494K Buy
969
+84
+9% +$41.2K 0.41% 57
2024
Q1 		$438K Buy
885
+198
+29% +$101K 0.4% 58
2023
Q4 		$362K Buy
+687
New +$366K 0.42% 52

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

M3 Advisory Group's UNH Position: Q2 2025 in Review

M3 Advisory Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 623 shares — an estimated $326K sold.

M3 Advisory Group first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $592K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • M3 Advisory Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • M3 Advisory Group sold 623 UnitedHealth shares in Q2 2025, an estimated $326K.
  • M3 Advisory Group first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • M3 Advisory Group's UnitedHealth position peaked at $592K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on M3 Advisory Group's 13F filing for Q2 2025, filed 25 Jul 2025.