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Marion Wealth Management’s UnitedHealth UNH Stock Holding History

Marion 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
-5,917
Closed -$3.1M – 140
2025
Q1 		$3.1M Buy
5,917
+656
+12% +$335K 0.83% 30
2024
Q4 		$2.66M Buy
5,261
+129
+3% +$73.3K 0.71% 36
2024
Q3 		$3M Buy
5,132
+163
+3% +$92.2K 0.8% 32
2024
Q2 		$2.53M Buy
4,969
+236
+5% +$116K 0.74% 34
2024
Q1 		$2.34M Buy
4,733
+82
+2% +$41.7K 0.7% 40
2023
Q4 		$2.45M Buy
4,651
+88
+2% +$46.9K 0.78% 34
2023
Q3 		$2.3M Buy
4,563
+116
+3% +$57.1K 0.81% 28
2023
Q2 		$2.14M Buy
4,447
+145
+3% +$70.9K 0.76% 32
2023
Q1 		$2.03M Buy
4,302
+356
+9% +$172K 0.76% 31
2022
Q4 		$2.09M Buy
3,946
+517
+15% +$274K 0.88% 28
2022
Q3 		$1.73M Buy
3,429
+213
+7% +$112K 0.89% 25
2022
Q2 		$1.65M Sell
3,216
-7
-0.2% -$3.52K 0.87% 29
2022
Q1 		$1.64M Sell
3,223
-55
-2% -$26.5K 0.8% 28
2021
Q4 		$1.65M Buy
+3,278
New +$1.48M 0.78% 29

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

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

Marion Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 5,917 shares — an estimated $3.1M sold.

Marion Wealth Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $3.1M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Marion Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Marion Wealth Management sold 5,917 UnitedHealth shares in Q2 2025, an estimated $3.1M.
  • Marion Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Marion Wealth Management's UnitedHealth position peaked at $3.1M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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