Midwest Professional Planners Ltd (MPPL)’s UnitedHealth UNH Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	-388	Closed	-$203K	–	160
2025 Q1	$203K	Buy	+388	New	+$198K	0.06%	153
2024 Q4	–	Sell	-379	Closed	-$222K	–	164
2024 Q3	$222K	Sell	379 -45	-11%	-$25.5K	0.07%	151
2024 Q2	$216K	Hold	424	–	–	0.07%	143
2024 Q1	$210K	Buy	+424	New	+$216K	0.07%	145
2018 Q3	–	Sell	-183	Closed	-$45K	–	278
2018 Q2	$45K	Hold	183	–	–	0.04%	151
2018 Q1	$39K	Hold	183	–	–	0.04%	153
2017 Q4	$40K	Buy	+183	New	+$38.8K	0.04%	150

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

Midwest Professional Planners Ltd (MPPL)'s UNH Position: Q2 2025 in Review

Midwest Professional Planners Ltd (MPPL) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 388 shares — an estimated $203K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in UNH in Q4 2017 and held it in 7 quarters. The position peaked at $222K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Midwest Professional Planners Ltd (MPPL) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Midwest Professional Planners Ltd (MPPL) sold 388 UnitedHealth shares in Q2 2025, an estimated $203K.
Midwest Professional Planners Ltd (MPPL) first reported a position in UnitedHealth in Q4 2017 and held it in 7 quarters.
Midwest Professional Planners Ltd (MPPL)'s UnitedHealth position peaked at $222K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2025, filed 11 Aug 2025.