Partners in Financial Planning’s UnitedHealth UNH Stock Holding History

Partners in Financial Planning’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	-421	Closed	-$220K	–	109
2025 Q1	$220K	Hold	421	–	–	0.04%	96
2024 Q4	$213K	Hold	421	–	–	0.04%	103
2024 Q3	$246K	Hold	421	–	–	0.05%	95
2024 Q2	$214K	Hold	421	–	–	0.05%	101
2024 Q1	$208K	Buy	421 +21	+5%	+$10.7K	0.05%	102
2023 Q4	$211K	Hold	400	–	–	0.05%	102
2023 Q3	$202K	Buy	+400	New	+$197K	0.05%	96
2023 Q1	–	Sell	-400	Closed	-$207K	–	95
2022 Q4	$207K	Sell	400 -10	-2%	-$5.3K	0.06%	89
2022 Q3	$217K	Hold	410	–	–	0.06%	86
2022 Q2	$215K	Hold	410	–	–	0.07%	90
2022 Q1	$214K	Buy	+410	New	+$198K	0.07%	88

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

Partners in Financial Planning's UNH Position: Q2 2025 in Review

Partners in Financial Planning sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 421 shares — an estimated $220K sold.

Partners in Financial Planning first reported a position in UNH in Q1 2022 and held it in 11 quarters. The position peaked at $246K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Partners in Financial Planning reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Partners in Financial Planning sold 421 UnitedHealth shares in Q2 2025, an estimated $220K.
Partners in Financial Planning first reported a position in UnitedHealth in Q1 2022 and held it in 11 quarters.
Partners in Financial Planning's UnitedHealth position peaked at $246K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Partners in Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.