Night Owl Capital Management’s UnitedHealth UNH Stock Holding History

Night Owl Capital 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	-83,996	Closed	-$44M	–	32
2025 Q1	$44M	Buy	83,996 +23,694	+39%	+$12.1M	5.5%	7
2024 Q4	$30.5M	Buy	60,302 +2,544	+4%	+$1.45M	3.94%	10
2024 Q3	$33.8M	Buy	57,758 +1,741	+3%	+$985K	4.62%	10
2024 Q2	$28.5M	Sell	56,017 -599	-1%	-$294K	4.27%	11
2024 Q1	$28M	Buy	56,616 +8,887	+19%	+$4.52M	4.25%	11
2023 Q4	$24.1M	Hold	47,729	–	–	6.03%	7
2023 Q3	$24.1M	Buy	47,729 +440	+0.9%	+$217K	6.03%	7
2023 Q2	$22.7M	Buy	47,289 +26,139	+124%	+$12.8M	5.88%	7
2023 Q1	$10M	Buy	+21,150	New	+$10.2M	3.61%	11

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

Night Owl Capital Management's UNH Position: Q2 2025 in Review

Night Owl Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 83,996 shares — an estimated $44M sold.

Night Owl Capital Management first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $44M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Night Owl Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Night Owl Capital Management sold 83,996 UnitedHealth shares in Q2 2025, an estimated $44M.
Night Owl Capital Management first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
Night Owl Capital Management's UnitedHealth position peaked at $44M in Q1 2025.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Night Owl Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.