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Northstar Advisory Group’s UnitedHealth UNH Stock Holding History

Northstar Advisory 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
-2,430
Closed -$1.27M – 115
2025
Q1 		$1.27M Buy
+2,430
New +$1.24M 0.83% 37

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

Northstar Advisory Group's UNH Position: Q2 2025 in Review

Northstar Advisory Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,430 shares — an estimated $1.27M sold.

Northstar Advisory Group first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $1.27M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Northstar Advisory Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Northstar Advisory Group sold 2,430 UnitedHealth shares in Q2 2025, an estimated $1.27M.
  • Northstar Advisory Group first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
  • Northstar Advisory Group's UnitedHealth position peaked at $1.27M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Northstar Advisory Group's 13F filing for Q2 2025, filed 8 Jul 2025.