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Morling Financial Advisors’s UnitedHealth UNH Stock Holding History

Morling Financial Advisors’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
-753
Closed -$394K – 120
2025
Q1 		$394K Buy
+753
New +$385K 0.14% 55

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

Morling Financial Advisors's UNH Position: Q2 2025 in Review

Morling Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 753 shares — an estimated $394K sold.

Morling Financial Advisors first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $394K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Morling Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 753 UnitedHealth shares in Q2 2025, an estimated $394K.
  • Morling Financial Advisors first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
  • Morling Financial Advisors's UnitedHealth position peaked at $394K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.