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Napean Trading & Investment Company’s UnitedHealth UNH Stock Holding History

Napean Trading & Investment Company’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
-20,488
Closed -$10.7M – 38
2025
Q1 		$10.7M Sell
20,488
-19,675
-49% -$10.1M 3.13% 11
2024
Q4 		$20.3M Hold
40,163
– – 5.03% 4
2024
Q3 		$23.5M Hold
40,163
– – 5.73% 2
2024
Q2 		$20.5M Buy
40,163
+2,767
+7% +$1.36M 4.87% 5
2024
Q1 		$18.5M Buy
37,396
+11,162
+43% +$5.67M 4.52% 7
2023
Q4 		$13.8M Buy
+26,234
New +$14M 3.73% 8

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Napean Trading & Investment Company's UNH Position: Q2 2025 in Review

Napean Trading & Investment Company sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 20,488 shares — an estimated $10.7M sold.

Napean Trading & Investment Company first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $23.5M in Q3 2024. 3,180 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Napean Trading & Investment Company reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Napean Trading & Investment Company sold 20,488 UnitedHealth shares in Q2 2025, an estimated $10.7M.
  • Napean Trading & Investment Company first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • Napean Trading & Investment Company's UnitedHealth position peaked at $23.5M in Q3 2024.
  • 3,180 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Napean Trading & Investment Company's 13F filing for Q2 2025, filed 12 Aug 2025.