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Parkworth Wealth Management’s UnitedHealth UNH Stock Holding History

Parkworth Wealth Management’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 		$4.06K Buy
13
+2
+18% +$764 ﹤0.01% 191
2025
Q1 		$5.76K Hold
11
– – ﹤0.01% 146
2024
Q4 		$5.56K Buy
+11
New +$6.25K ﹤0.01% 159

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

Parkworth Wealth Management's UNH Position: Q2 2025 in Review

Parkworth Wealth Management increased its UnitedHealth (UNH) stake by 18% in Q2 2025, buying an estimated $764 and bringing the position to 13 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Parkworth Wealth Management first reported a position in UNH in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.76K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Parkworth Wealth Management held 13 shares of UnitedHealth worth $4.06K as of Q2 2025.
  • Parkworth Wealth Management bought 2 UnitedHealth shares in Q2 2025, an estimated $764.
  • UnitedHealth made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #191 holding.
  • Parkworth Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's UnitedHealth position peaked at $5.76K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.