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Northeast Financial Group’s UnitedHealth UNH Stock Holding History

Northeast Financial Group’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
-3,878
Closed -$2.03M – 103
2025
Q1 		$2.03M Buy
3,878
+271
+8% +$139K 0.71% 32
2024
Q4 		$1.83M Buy
3,607
+204
+6% +$116K 0.67% 31
2024
Q3 		$1.99M Sell
3,403
-1,043
-23% -$590K 0.74% 31
2024
Q2 		$2.26M Buy
4,446
+146
+3% +$71.6K 0.97% 22
2024
Q1 		$2.13M Buy
4,300
+1,656
+63% +$842K 0.94% 22
2023
Q4 		$1.39M Sell
2,644
-1,074
-29% -$573K 0.68% 28
2023
Q3 		$1.88M Sell
3,718
-730
-16% -$359K 1.15% 16
2023
Q2 		$2.14M Sell
4,448
-542
-11% -$265K 1.37% 19
2023
Q1 		$2.49M Buy
4,990
+256
+5% +$124K 1.8% 14
2022
Q4 		$2.51M Sell
4,734
-1,066
-18% -$565K 1.99% 14
2022
Q3 		$2.93M Buy
5,800
+11
+0.2% +$5.78K 2.64% 11
2022
Q2 		$2.97M Buy
5,789
+63
+1% +$31.6K 2.51% 10
2022
Q1 		$2.92M Buy
5,726
+314
+6% +$151K 2.07% 12
2021
Q4 		$2.72M Buy
5,412
+170
+3% +$77K 1.59% 14
2021
Q3 		$2.05M Buy
5,242
+90
+2% +$37.3K 1.32% 19
2021
Q2 		$2.06M Sell
5,152
-164
-3% -$65.4K 1.35% 20
2021
Q1 		$1.98M Buy
5,316
+79
+2% +$27.4K 1.31% 19
2020
Q4 		$1.84M Buy
+5,237
New +$1.76M 1.4% 16

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

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

Northeast Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,878 shares — an estimated $2.03M sold.

Northeast Financial Group first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $2.97M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Northeast Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Group sold 3,878 UnitedHealth shares in Q2 2025, an estimated $2.03M.
  • Northeast Financial Group first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Northeast Financial Group's UnitedHealth position peaked at $2.97M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Northeast Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.