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Milestone Resources Group’s UnitedHealth UNH Stock Holding History

Milestone Resources Group’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
-225,114
Closed -$118M – 20
2025
Q1 		$118M Hold
225,114
– – 6.25% 8
2024
Q4 		$114M Hold
225,114
– – 3.77% 11
2024
Q3 		$132M Hold
225,114
– – 4.58% 9
2024
Q2 		$115M Sell
225,114
-835
-0.4% -$409K 3.93% 9
2024
Q1 		$112M Sell
225,949
-24
-0% -$12.2K 3.93% 10
2023
Q4 		$119M Hold
225,973
– – 4.89% 11
2023
Q3 		$114M Hold
225,973
– – 5.59% 7
2023
Q2 		$109M Buy
225,973
+5,959
+3% +$2.91M 5.3% 8
2023
Q1 		$104M Sell
220,014
-178
-0.1% -$85.9K 5.82% 6
2022
Q4 		$117M Hold
220,192
– – 7.11% 5
2022
Q3 		$111M Hold
220,192
– – 7.02% 4
2022
Q2 		$113M Hold
220,192
– – 6.71% 5
2022
Q1 		$112M Sell
220,192
-1,014
-0.5% -$489K 5.38% 7
2021
Q4 		$111M Hold
221,206
– – 4.55% 13
2021
Q3 		$86.4M Buy
221,206
+237
+0.1% +$98.2K 3.91% 17
2021
Q2 		$88.5M Buy
220,969
+40,474
+22% +$16.1M 4.96% 12
2021
Q1 		$67.2M Buy
180,495
+37,827
+27% +$13.1M 5.22% 11
2020
Q4 		$50M Buy
142,668
+105,717
+286% +$35.4M 4.5% 11
2020
Q3 		$11.5M Buy
36,951
+36,565
+9,473% +$11.2M 3.34% 15
2020
Q2 		$114K Sell
386
-178,329
-100% -$51.1M 0.16% 9
2020
Q1 		$44.6M Hold
178,715
– – 5.94% 9
2019
Q4 		$52.5M Buy
+178,715
New +$46.8M 6.3% 8
2019
Q1 		– Sell
-402,840
Closed -$100M – 12
2018
Q4 		$100M Buy
402,840
+266
+0.1% +$70.3K 9.36% 3
2018
Q3 		$107M Buy
402,574
+137,775
+52% +$35.8M 8.89% 5
2018
Q2 		$65M Hold
264,799
– – 6.9% 7
2018
Q1 		$56.7M Sell
264,799
-1,728
-0.6% -$395K 6.82% 8
2017
Q4 		$58.8M Buy
+266,527
New +$56.5M 7.36% 7

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

Milestone Resources Group's UNH Position: Q2 2025 in Review

Milestone Resources Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 225,114 shares — an estimated $118M sold.

Milestone Resources Group first reported a position in UNH in Q4 2017 and held it in 27 quarters. The position peaked at $132M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Milestone Resources Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Milestone Resources Group sold 225,114 UnitedHealth shares in Q2 2025, an estimated $118M.
  • Milestone Resources Group first reported a position in UnitedHealth in Q4 2017 and held it in 27 quarters.
  • Milestone Resources Group's UnitedHealth position peaked at $132M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Milestone Resources Group's 13F filing for Q2 2025, filed 8 Aug 2025.