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MBB Public Markets’s UnitedHealth UNH Stock Holding History

MBB Public Markets’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
-71,033
Closed -$37.2M – 535
2025
Q1 		$37.2M Buy
71,033
+4,939
+7% +$2.52M 4.1% 4
2024
Q4 		$33.4M Buy
66,094
+17,135
+35% +$9.74M 3.1% 9
2024
Q3 		$28.6M Sell
48,959
-97,513
-67% -$55.2M 1.6% 21
2024
Q2 		$74.6M Buy
146,472
+76,827
+110% +$37.7M 1.51% 10
2024
Q1 		$34.5M Sell
69,645
-24,363
-26% -$12.4M 2.11% 13
2023
Q4 		$49.5M Sell
94,008
-33,822
-26% -$18M 3.05% 12
2023
Q3 		$64.5M Sell
127,830
-5,643
-4% -$2.78M 3.9% 5
2023
Q2 		$64.2M Buy
133,473
+104,165
+355% +$50.9M 3.36% 8
2023
Q1 		$13.9M Buy
+29,308
New +$14.1M 0.77% 28
2022
Q1 		– Sell
-7,400
Closed -$3.72M – 441
2021
Q4 		$3.72M Buy
+7,400
New +$3.35M 0.07% 39

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

MBB Public Markets's UNH Position: Q2 2025 in Review

MBB Public Markets sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 71,033 shares — an estimated $37.2M sold.

MBB Public Markets first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $74.6M in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • MBB Public Markets reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • MBB Public Markets sold 71,033 UnitedHealth shares in Q2 2025, an estimated $37.2M.
  • MBB Public Markets first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
  • MBB Public Markets's UnitedHealth position peaked at $74.6M in Q2 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on MBB Public Markets's 13F filing for Q2 2025, filed 14 Aug 2025.