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McDaniel Terry & Co’s UnitedHealth UNH Stock Holding History

McDaniel Terry & Co’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
-597
Closed -$313K – 98
2025
Q1 		$313K Sell
597
-11
-2% -$5.62K 0.03% 84
2024
Q4 		$308K Hold
608
– – 0.03% 85
2024
Q3 		$355K Hold
608
– – 0.03% 79
2024
Q2 		$310K Sell
608
-168
-22% -$82.3K 0.03% 81
2024
Q1 		$384K Buy
776
+132
+20% +$67.1K 0.03% 78
2023
Q4 		$339K Sell
644
-1,600
-71% -$853K 0.03% 72
2023
Q3 		$1.13M Sell
2,244
-185
-8% -$91K 0.12% 49
2023
Q2 		$1.17M Buy
2,429
+325
+15% +$159K 0.12% 45
2023
Q1 		$994K Buy
2,104
+43
+2% +$20.8K 0.11% 44
2022
Q4 		$1.09M Hold
2,061
– – 0.13% 43
2022
Q3 		$1.04M Hold
2,061
– – 0.13% 41
2022
Q2 		$1.06M Hold
2,061
– – 0.13% 42
2022
Q1 		$1.05M Sell
2,061
-111
-5% -$53.5K 0.11% 42
2021
Q4 		$1.09M Buy
2,172
+115
+6% +$52.1K 0.11% 47
2021
Q3 		$804K Hold
2,057
– – 0.09% 47
2021
Q2 		$824K Buy
2,057
+12
+0.6% +$4.79K 0.1% 47
2021
Q1 		$761K Buy
2,045
+11
+0.5% +$3.81K 0.09% 46
2020
Q4 		$713K Buy
2,034
+107
+6% +$35.9K 0.09% 46
2020
Q3 		$601K Hold
1,927
– – 0.09% 47
2020
Q2 		$568K Hold
1,927
– – 0.09% 49
2020
Q1 		$481K Hold
1,927
– – 0.09% 41
2019
Q4 		$566K Hold
1,927
– – 0.08% 45
2019
Q3 		$419K Buy
1,927
+222
+13% +$53.6K 0.07% 53
2019
Q2 		$416K Buy
+1,705
New +$410K 0.07% 48

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

McDaniel Terry & Co's UNH Position: Q2 2025 in Review

McDaniel Terry & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 597 shares — an estimated $313K sold.

McDaniel Terry & Co first reported a position in UNH in Q2 2019 and held it in 24 quarters. The position peaked at $1.17M in Q2 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • McDaniel Terry & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • McDaniel Terry & Co sold 597 UnitedHealth shares in Q2 2025, an estimated $313K.
  • McDaniel Terry & Co first reported a position in UnitedHealth in Q2 2019 and held it in 24 quarters.
  • McDaniel Terry & Co's UnitedHealth position peaked at $1.17M in Q2 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on McDaniel Terry & Co's 13F filing for Q2 2025, filed 31 Jul 2025.