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O'Brien Greene & Co’s UnitedHealth UNH Stock Holding History

O'Brien Greene & Co’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
-557
Closed -$292K – 146
2025
Q1 		$292K Sell
557
-166
-23% -$84.9K 0.1% 106
2024
Q4 		$366K Buy
723
+61
+9% +$34.7K 0.12% 99
2024
Q3 		$387K Sell
662
-68
-9% -$38.5K 0.12% 98
2024
Q2 		$372K Buy
730
+316
+76% +$155K 0.12% 100
2024
Q1 		$205K Hold
414
– – 0.07% 125
2023
Q4 		$218K Hold
414
– – 0.08% 122
2023
Q3 		$209K Buy
+414
New +$204K 0.08% 121
2023
Q1 		– Sell
-414
Closed -$219K – 127
2022
Q4 		$219K Sell
414
-1,056
-72% -$559K 0.08% 120
2022
Q3 		$742K Buy
+1,470
New +$773K 0.1% 117

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

O'Brien Greene & Co's UNH Position: Q2 2025 in Review

O'Brien Greene & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 557 shares — an estimated $292K sold.

O'Brien Greene & Co first reported a position in UNH in Q3 2022 and held it in 9 quarters. The position peaked at $742K in Q3 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • O'Brien Greene & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • O'Brien Greene & Co sold 557 UnitedHealth shares in Q2 2025, an estimated $292K.
  • O'Brien Greene & Co first reported a position in UnitedHealth in Q3 2022 and held it in 9 quarters.
  • O'Brien Greene & Co's UnitedHealth position peaked at $742K in Q3 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on O'Brien Greene & Co's 13F filing for Q2 2025, filed 6 Aug 2025.