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Mattern Wealth Management’s UnitedHealth UNH Stock Holding History

Mattern 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
-2,213
Closed -$1.16M – 174
2025
Q1 		$1.16M Sell
2,213
-22
-1% -$11.2K 0.26% 62
2024
Q4 		$1.13M Sell
2,235
-429
-16% -$244K 0.25% 67
2024
Q3 		$1.56M Sell
2,664
-4,179
-61% -$2.36M 0.34% 61
2024
Q2 		$3.49M Sell
6,843
-1,726
-20% -$846K 0.84% 29
2024
Q1 		$4.24M Sell
8,569
-128
-1% -$65.1K 1.03% 23
2023
Q4 		$4.58M Buy
8,697
+523
+6% +$279K 1.18% 17
2023
Q3 		$4.12M Buy
8,174
+97
+1% +$47.7K 1.21% 17
2023
Q2 		$3.88M Buy
8,077
+1,137
+16% +$556K 1.13% 19
2023
Q1 		$3.28M Sell
6,940
-476
-6% -$230K 1.09% 20
2022
Q4 		$3.93M Buy
7,416
+360
+5% +$191K 1.59% 11
2022
Q3 		$3.56M Buy
7,056
+120
+2% +$63.1K 1.43% 14
2022
Q2 		$3.56M Buy
6,936
+70
+1% +$35.2K 1.39% 16
2022
Q1 		$3.5M Buy
6,866
+384
+6% +$185K 1.15% 19
2021
Q4 		$3.25M Buy
6,482
+112
+2% +$50.7K 0.96% 29
2021
Q3 		$2.49M Sell
6,370
-21
-0.3% -$8.7K 0.84% 32
2021
Q2 		$2.68M Sell
6,391
-61
-0.9% -$24.3K 0.85% 32
2021
Q1 		$2.4M Buy
6,452
+3,103
+93% +$1.08M 0.85% 33
2020
Q4 		$1.17M Buy
3,349
+541
+19% +$181K 0.44% 67
2020
Q3 		$875K Sell
2,808
-468
-14% -$144K 0.37% 76
2020
Q2 		$966K Buy
3,276
+2,391
+270% +$685K 0.47% 70
2020
Q1 		$221K Sell
885
-10
-1% -$2.75K 0.16% 112
2019
Q4 		$263K Buy
+895
New +$234K 0.16% 117

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Mattern Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,213 shares — an estimated $1.16M sold.

Mattern Wealth Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $4.58M in Q4 2023. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Mattern Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 2,213 UnitedHealth shares in Q2 2025, an estimated $1.16M.
  • Mattern Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Mattern Wealth Management's UnitedHealth position peaked at $4.58M in Q4 2023.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Mattern Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.