Massachusetts Wealth Management’s UnitedHealth UNH Stock Holding History

Massachusetts 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	-407	Closed	-$213K	–	95
2025 Q1	$213K	Sell	407 -50	-11%	-$25.6K	0.15%	80
2024 Q4	$231K	Hold	457	–	–	0.14%	88
2024 Q3	$267K	Hold	457	–	–	0.17%	83
2024 Q2	$233K	Hold	457	–	–	0.16%	90
2024 Q1	$226K	Sell	457 -250	-35%	-$127K	0.16%	89
2023 Q4	$372K	Hold	707	–	–	0.3%	78
2023 Q3	$356K	Hold	707	–	–	0.33%	75
2023 Q2	$340K	Buy	707 +250	+55%	+$122K	0.33%	72
2023 Q1	$216K	Sell	457 -250	-35%	-$121K	0.22%	76
2022 Q4	$353K	Buy	+707	New	+$375K	0.34%	68

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

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

Massachusetts Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 407 shares — an estimated $213K sold.

Massachusetts Wealth Management first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $372K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Massachusetts Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Massachusetts Wealth Management sold 407 UnitedHealth shares in Q2 2025, an estimated $213K.
Massachusetts Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Massachusetts Wealth Management's UnitedHealth position peaked at $372K in Q4 2023.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Massachusetts Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.