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Mendel Capital Management’s UnitedHealth UNH Stock Holding History

Mendel Capital 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
-1,075
Closed -$563K – 101
2025
Q1 		$563K Buy
1,075
+60
+6% +$30.7K 0.34% 59
2024
Q4 		$514K Sell
1,015
-134
-12% -$76.1K 0.31% 60
2024
Q3 		$672K Buy
1,149
+33
+3% +$18.7K 0.41% 52
2024
Q2 		$568K Buy
1,116
+8
+0.7% +$3.92K 0.37% 57
2024
Q1 		$548K Sell
1,108
-129
-10% -$65.6K 0.36% 56
2023
Q4 		$651K Buy
1,237
+49
+4% +$26.1K 0.47% 48
2023
Q3 		$599K Buy
1,188
+14
+1% +$6.89K 0.49% 48
2023
Q2 		$565K Buy
1,174
+2
+0.2% +$978 0.45% 48
2023
Q1 		$554K Buy
1,172
+229
+24% +$111K 0.5% 42
2022
Q4 		$500K Buy
943
+95
+11% +$50.3K 0.52% 41
2022
Q3 		$428K Buy
848
+4
+0.5% +$2.1K 0.5% 41
2022
Q2 		$433K Buy
844
+58
+7% +$29.1K 0.48% 41
2022
Q1 		$401K Buy
786
+62
+9% +$29.9K 0.38% 48
2021
Q4 		$364K Buy
+724
New +$328K 0.33% 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

Mendel Capital Management's UNH Position: Q2 2025 in Review

Mendel Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,075 shares — an estimated $563K sold.

Mendel Capital Management first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $672K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Mendel Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Mendel Capital Management sold 1,075 UnitedHealth shares in Q2 2025, an estimated $563K.
  • Mendel Capital Management first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Mendel Capital Management's UnitedHealth position peaked at $672K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Mendel Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.