Occudo Quantitative Strategies’s UnitedHealth UNH Stock Holding History

Occudo Quantitative Strategies’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	-4,000	Closed	-$2.06M	–	904
2025 Q1	$2.06M	Buy	+4,000	New	+$2.04M	0.27%	99
2024 Q3	–	Sell	-4,064	Closed	-$2.07M	–	1027
2024 Q2	$2.07M	Buy	4,064 +702	+21%	+$344K	0.37%	64
2024 Q1	$1.66M	Buy	+3,362	New	+$1.71M	0.29%	87
2022 Q2	–	Sell	-5,112	Closed	-$2.61M	–	1392
2022 Q1	$2.61M	Sell	5,112 -1,589	-24%	-$766K	0.22%	106
2021 Q4	$3.37M	Buy	+6,701	New	+$3.03M	0.3%	73

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

Occudo Quantitative Strategies's UNH Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 4,000 shares — an estimated $2.06M sold.

Occudo Quantitative Strategies first reported a position in UNH in Q4 2021 and held it in 5 quarters. The position peaked at $3.37M in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Occudo Quantitative Strategies reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 4,000 UnitedHealth shares in Q2 2025, an estimated $2.06M.
Occudo Quantitative Strategies first reported a position in UnitedHealth in Q4 2021 and held it in 5 quarters.
Occudo Quantitative Strategies's UnitedHealth position peaked at $3.37M in Q4 2021.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.