Meridian Financial’s UnitedHealth UNH Stock Holding History

Meridian Financial’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	-503	Closed	-$263K	–	129
2025 Q1	$263K	Hold	503	–	–	0.18%	96
2024 Q4	$254K	Sell	503 -80	-14%	-$45.5K	0.18%	97
2024 Q3	$341K	Hold	583	–	–	0.23%	87
2024 Q2	$297K	Hold	583	–	–	0.22%	93
2024 Q1	$288K	Hold	583	–	–	0.22%	95
2023 Q4	$307K	Buy	583 +50	+9%	+$26.7K	0.24%	78
2023 Q3	$269K	Hold	533	–	–	0.25%	78
2023 Q2	$256K	Hold	533	–	–	0.23%	81
2023 Q1	$252K	Hold	533	–	–	0.24%	79
2022 Q4	$283K	Hold	533	–	–	0.3%	66
2022 Q3	$269K	Hold	533	–	–	0.31%	65
2022 Q2	$274K	Hold	533	–	–	0.31%	69
2022 Q1	$272K	Buy	533 +30	+6%	+$14.5K	0.28%	68
2021 Q4	$253K	Buy	+503	New	+$228K	0.24%	80

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

Meridian Financial's UNH Position: Q2 2025 in Review

Meridian Financial sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 503 shares — an estimated $263K sold.

Meridian Financial first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $341K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Meridian Financial reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Meridian Financial sold 503 UnitedHealth shares in Q2 2025, an estimated $263K.
Meridian Financial first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Meridian Financial's UnitedHealth position peaked at $341K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Meridian Financial's 13F filing for Q2 2025, filed 16 Jul 2025.