Northeast Financial Consultants’s UnitedHealth UNH Stock Holding History

Northeast Financial Consultants’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	$1.43M	Sell	4,587 -1,486	-24%	-$568K	0.06%	130
2025 Q1	$3.18M	Sell	6,073 -4,533	-43%	-$2.32M	0.14%	85
2024 Q4	$5.37M	Buy	10,606 +96	+0.9%	+$54.5K	0.23%	59
2024 Q3	$6.14M	Sell	10,510 -27	-0.3%	-$15.3K	0.27%	56
2024 Q2	$5.37M	Sell	10,537 -103	-1%	-$50.5K	0.25%	60
2024 Q1	$5.26M	Buy	10,640 +325	+3%	+$165K	0.26%	60
2023 Q4	$5.43M	Sell	10,315 -36	-0.3%	-$19.2K	0.3%	56
2023 Q3	$5.22M	Buy	10,351 +16	+0.2%	+$7.87K	0.33%	53
2023 Q2	$4.97M	Buy	10,335 +582	+6%	+$285K	0.3%	55
2023 Q1	$4.61M	Sell	9,753 -761	-7%	-$367K	0.29%	56
2022 Q4	$5.57M	Buy	10,514 +1,196	+13%	+$634K	0.38%	49
2022 Q3	$4.71M	Buy	9,318 +602	+7%	+$317K	0.34%	50
2022 Q2	$4.48M	Sell	8,716 -97	-1%	-$48.7K	0.31%	54
2022 Q1	$4.49M	Buy	8,813 +3	+0%	+$1.45K	0.26%	58
2021 Q4	$4.42M	Buy	8,810 +2,621	+42%	+$1.19M	0.27%	56
2021 Q3	$2.42M	Buy	6,189 +6	+0.1%	+$2.48K	0.16%	81
2021 Q2	$2.48M	Sell	6,183 -43	-0.7%	-$17.1K	0.17%	83
2021 Q1	$2.32M	Buy	6,226 +1,605	+35%	+$556K	0.18%	79
2020 Q4	$1.62M	Sell	4,621 -3,300	-42%	-$1.11M	0.13%	95
2020 Q3	$2.47M	Buy	7,921 +103	+1%	+$31.6K	0.22%	64
2020 Q2	$2.31M	Buy	7,818 +3,300	+73%	+$946K	0.22%	68
2020 Q1	$1.13M	Hold	4,518	–	–	0.13%	102
2019 Q4	$1.33M	Sell	4,518 -750	-14%	-$196K	0.12%	108
2019 Q3	$1.15M	Buy	5,268 +32	+0.6%	+$7.72K	0.12%	121
2019 Q2	$1.28M	Buy	5,236 +222	+4%	+$53.4K	0.13%	101
2019 Q1	$1.24M	Buy	+5,014	New	+$1.28M	0.14%	95
2018 Q3	–	Sell	-3,789	Closed	-$929K	–	169
2018 Q2	$929K	Hold	3,789	–	–	0.29%	52
2018 Q1	$810K	Sell	3,789 -1,773	-32%	-$405K	0.27%	57
2017 Q4	$1.23M	Buy	5,562 +97	+2%	+$20.6K	0.41%	43
2017 Q3	$1.07M	Hold	5,465	–	–	0.39%	45
2017 Q2	$1.01M	Hold	5,465	–	–	0.4%	48
2017 Q1	$896K	Hold	5,465	–	–	0.37%	50
2016 Q4	$875K	Hold	5,465	–	–	0.39%	48
2016 Q3	$765K	Buy	5,465 +301	+6%	+$42.2K	0.32%	60
2016 Q2	$729K	Sell	5,164 -4,651	-47%	-$620K	0.32%	53
2016 Q1	$1.26M	Hold	9,815	–	–	0.66%	29
2015 Q4	$1.16M	Hold	9,815	–	–	0.6%	35
2015 Q3	$1.14M	Hold	9,815	–	–	0.58%	33
2015 Q2	$1.2M	Hold	9,815	–	–	0.54%	41
2015 Q1	$1.16M	Hold	9,815	–	–	0.53%	43
2014 Q4	$992K	Hold	9,815	–	–	0.52%	42
2014 Q3	$847K	Hold	9,815	–	–	0.46%	48
2014 Q2	$802K	Hold	9,815	–	–	0.45%	49
2014 Q1	$805K	Buy	+9,815	New	+$739K	0.47%	49

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

Northeast Financial Consultants's UNH Position: Q2 2025 in Review

Northeast Financial Consultants reduced its UnitedHealth (UNH) stake by 24% in Q2 2025, selling an estimated $568K and leaving 4,587 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #130.

Northeast Financial Consultants first reported a position in UNH in Q1 2014 and has held it in 44 quarters since. The position peaked at $6.14M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Northeast Financial Consultants held 4,587 shares of UnitedHealth worth $1.43M as of Q2 2025.
Northeast Financial Consultants sold 1,486 UnitedHealth shares in Q2 2025, an estimated $568K.
UnitedHealth made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #130 holding.
Northeast Financial Consultants first reported a position in UnitedHealth in Q1 2014 and has held it in 44 quarters since.
Northeast Financial Consultants's UnitedHealth position peaked at $6.14M in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.