MAM
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MWA Asset Management’s UnitedHealth UNH Stock Holding History

MWA Asset 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
-1,829
Closed -$958K – 123
2025
Q1 		$958K Sell
1,829
-1,980
-52% -$1.01M 0.66% 49
2024
Q4 		$1.93M Buy
3,809
+93
+3% +$52.8K 1.28% 23
2024
Q3 		$2.17M Buy
3,716
+69
+2% +$39K 1.44% 18
2024
Q2 		$1.86M Buy
3,647
+426
+13% +$209K 1.32% 24
2024
Q1 		$1.59M Buy
3,221
+133
+4% +$67.6K 1.15% 31
2023
Q4 		$1.63M Buy
3,088
+21
+0.7% +$11.2K 1.34% 25
2023
Q3 		$1.55M Buy
+3,067
New +$1.51M 1.49% 19

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

MWA Asset Management's UNH Position: Q2 2025 in Review

MWA Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,829 shares — an estimated $958K sold.

MWA Asset Management first reported a position in UNH in Q3 2023 and held it in 7 quarters. The position peaked at $2.17M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • MWA Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • MWA Asset Management sold 1,829 UnitedHealth shares in Q2 2025, an estimated $958K.
  • MWA Asset Management first reported a position in UnitedHealth in Q3 2023 and held it in 7 quarters.
  • MWA Asset Management's UnitedHealth position peaked at $2.17M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on MWA Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.