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Overbrook Management Corp’s UnitedHealth UNH Stock Holding History

Overbrook Management Corp’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
-25,697
Closed -$13.5M – 52
2025
Q1 		$13.5M Sell
25,697
-1,916
-7% -$979K 3.16% 13
2024
Q4 		$14M Sell
27,613
-1,219
-4% -$693K 3.01% 13
2024
Q3 		$16.9M Sell
28,832
-951
-3% -$538K 3.87% 10
2024
Q2 		$15.2M Sell
29,783
-2,349
-7% -$1.15M 3.83% 9
2024
Q1 		$15.9M Sell
32,132
-13,245
-29% -$6.73M 4.27% 9
2023
Q4 		$23.9M Sell
45,377
-531
-1% -$283K 4.83% 5
2023
Q3 		$23.1M Sell
45,908
-2,671
-5% -$1.31M 5.39% 5
2023
Q2 		$23.3M Sell
48,579
-1,870
-4% -$914K 5.55% 5
2023
Q1 		$23.8M Buy
50,449
+4,147
+9% +$2M 6.25% 3
2022
Q4 		$24.5M Buy
46,302
+1,704
+4% +$903K 7.14% 3
2022
Q3 		$22.5M Buy
+44,598
New +$23.5M 6.4% 4
2020
Q4 		– Sell
-5,693
Closed -$1.77M – 117
2020
Q3 		$1.77M Buy
5,693
+650
+13% +$200K 0.41% 46
2020
Q2 		$1.49M Buy
+5,043
New +$1.45M 0.39% 48

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

Overbrook Management Corp's UNH Position: Q2 2025 in Review

Overbrook Management Corp sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 25,697 shares — an estimated $13.5M sold.

Overbrook Management Corp first reported a position in UNH in Q2 2020 and held it in 13 quarters. The position peaked at $24.5M in Q4 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Overbrook Management Corp reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Overbrook Management Corp sold 25,697 UnitedHealth shares in Q2 2025, an estimated $13.5M.
  • Overbrook Management Corp first reported a position in UnitedHealth in Q2 2020 and held it in 13 quarters.
  • Overbrook Management Corp's UnitedHealth position peaked at $24.5M in Q4 2022.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Overbrook Management Corp's 13F filing for Q2 2025, filed 17 Jul 2025.