Pathway Financial Advisors’s UnitedHealth UNH Stock Holding History

Pathway Financial Advisors’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	-1,087	Closed	-$569K	–	174
2025 Q1	$569K	Hold	1,087	–	–	0.1%	86
2024 Q4	$550K	Sell	1,087 -5	-0.5%	-$2.84K	0.13%	84
2024 Q3	$638K	Sell	1,092 -239	-18%	-$135K	0.16%	71
2024 Q2	$678K	Buy	1,331 +45	+3%	+$22.1K	0.18%	66
2024 Q1	$636K	Hold	1,286	–	–	0.17%	69
2023 Q4	$677K	Hold	1,286	–	–	0.2%	63
2023 Q3	$648K	Buy	1,286 +200	+18%	+$98.4K	0.22%	52
2023 Q2	$522K	Hold	1,086	–	–	0.17%	64
2023 Q1	$513K	Hold	1,086	–	–	0.17%	63
2022 Q4	$576K	Hold	1,086	–	–	0.18%	59
2022 Q3	$548K	Hold	1,086	–	–	0.19%	57
2022 Q2	$558K	Hold	1,086	–	–	0.23%	57
2022 Q1	$554K	Hold	1,086	–	–	0.21%	59
2021 Q4	$513K	Buy	+1,086	New	+$492K	0.18%	63
2021 Q1	$479K	Hold	1,171	–	–	0.19%	62
2020 Q4	$389K	Hold	1,171	–	–	0.16%	66
2020 Q3	$367K	Hold	1,171	–	–	0.14%	60
2020 Q2	$345K	Hold	1,171	–	–	0.1%	62
2020 Q1	$269K	Hold	1,171	–	–	0.09%	67
2019 Q4	$352K	Hold	1,171	–	–	0.1%	74
2019 Q3	$301K	Sell	1,171 -17	-1%	-$4.1K	0.09%	73
2019 Q2	$290K	Buy	1,188 +17	+1%	+$4.09K	0.09%	74
2019 Q1	$290K	Hold	1,171	–	–	0.09%	76
2018 Q4	$292K	Hold	1,171	–	–	0.16%	72
2018 Q3	$285K	Hold	1,171	–	–	0.16%	74
2018 Q2	$287K	Hold	1,171	–	–	0.17%	66
2018 Q1	$251K	Sell	1,171 -8	-0.7%	-$1.83K	0.15%	71
2017 Q4	$260K	Buy	+1,179	New	+$250K	0.15%	71

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

Pathway Financial Advisors's UNH Position: Q2 2025 in Review

Pathway Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,087 shares — an estimated $569K sold.

Pathway Financial Advisors first reported a position in UNH in Q4 2017 and held it in 28 quarters. The position peaked at $678K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Pathway Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Pathway Financial Advisors sold 1,087 UnitedHealth shares in Q2 2025, an estimated $569K.
Pathway Financial Advisors first reported a position in UnitedHealth in Q4 2017 and held it in 28 quarters.
Pathway Financial Advisors's UnitedHealth position peaked at $678K in Q2 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Pathway Financial Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.