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Old Mission Investment Co’s UnitedHealth UNH Stock Holding History

Old Mission Investment 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
-525
Closed -$275K – 128
2025
Q1 		$275K Buy
525
+25
+5% +$12.8K 0.08% 110
2024
Q4 		$253K Buy
500
+50
+11% +$28.4K 0.08% 110
2024
Q3 		$263K Sell
450
-5
-1% -$2.83K 0.08% 106
2024
Q2 		$232K Hold
455
– – 0.07% 110
2024
Q1 		$225K Buy
455
+45
+11% +$22.9K 0.07% 112
2023
Q4 		$216K Hold
410
– – 0.08% 112
2023
Q3 		$207K Buy
+410
New +$202K 0.08% 110
2022
Q3 		– Sell
-535
Closed -$275K – 107
2022
Q2 		$275K Buy
+535
New +$269K 0.12% 84

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Old Mission Investment Co's UNH Position: Q2 2025 in Review

Old Mission Investment Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 525 shares — an estimated $275K sold.

Old Mission Investment Co first reported a position in UNH in Q2 2022 and held it in 8 quarters. The position peaked at $275K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Old Mission Investment Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Old Mission Investment Co sold 525 UnitedHealth shares in Q2 2025, an estimated $275K.
  • Old Mission Investment Co first reported a position in UnitedHealth in Q2 2022 and held it in 8 quarters.
  • Old Mission Investment Co's UnitedHealth position peaked at $275K in Q1 2025.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Old Mission Investment Co's 13F filing for Q2 2025, filed 16 Sep 2026.