NorthStar Asset Management (New Jersey)’s UnitedHealth UNH Stock Holding History

NorthStar Asset Management (New Jersey)’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	-482	Closed	-$253K	–	98
2025 Q1	$253K	Sell	482 -9	-2%	-$4.6K	0.16%	72
2024 Q4	$248K	Buy	491 +1	+0.2%	+$568	0.16%	73
2024 Q3	$286K	Sell	490 -27	-5%	-$15.3K	0.19%	65
2024 Q2	$263K	Sell	517 -36	-7%	-$17.6K	0.18%	67
2024 Q1	$274K	Buy	553 +1	+0.2%	+$508	0.21%	65
2023 Q4	$291K	Buy	+552	New	+$294K	0.27%	61

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

NorthStar Asset Management (New Jersey)'s UNH Position: Q2 2025 in Review

NorthStar Asset Management (New Jersey) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 482 shares — an estimated $253K sold.

NorthStar Asset Management (New Jersey) first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $291K in Q4 2023. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

NorthStar Asset Management (New Jersey) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
NorthStar Asset Management (New Jersey) sold 482 UnitedHealth shares in Q2 2025, an estimated $253K.
NorthStar Asset Management (New Jersey) first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
NorthStar Asset Management (New Jersey)'s UnitedHealth position peaked at $291K in Q4 2023.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2025, filed 12 Aug 2025.