MAS Advisors’s UnitedHealth UNH Stock Holding History

MAS Advisors’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	-459	Closed	-$240K	–	71
2025 Q1	$240K	Sell	459 -44	-9%	-$22.5K	0.37%	62
2024 Q4	$255K	Sell	503 -5	-1%	-$2.84K	0.43%	60
2024 Q3	$297K	Hold	508	–	–	0.63%	53
2024 Q2	$259K	Buy	508 +5	+1%	+$2.45K	0.62%	55
2024 Q1	$249K	Hold	503	–	–	0.29%	60
2023 Q4	$265K	Hold	503	–	–	0.34%	54
2023 Q3	$254K	Hold	503	–	–	0.36%	50
2023 Q2	$242K	Hold	503	–	–	0.34%	50
2023 Q1	$238K	Sell	503 -79	-14%	-$38.1K	0.23%	73
2022 Q4	$309K	Sell	582 -62	-10%	-$32.8K	0.29%	63
2022 Q3	$325K	Buy	644 +160	+33%	+$84.1K	0.22%	66
2022 Q2	$248K	Buy	484 +21	+5%	+$10.5K	0.22%	68
2022 Q1	$241K	Buy	463 +45	+11%	+$21.7K	0.18%	79
2021 Q4	$211K	Buy	+418	New	+$189K	0.15%	96

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MAS Advisors's UNH Position: Q2 2025 in Review

MAS Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 459 shares — an estimated $240K sold.

MAS Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $325K in Q3 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

MAS Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
MAS Advisors sold 459 UnitedHealth shares in Q2 2025, an estimated $240K.
MAS Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
MAS Advisors's UnitedHealth position peaked at $325K in Q3 2022.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on MAS Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.