Pavion Blue Capital’s UnitedHealth UNH Stock Holding History

Pavion Blue Capital’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	-508	Closed	-$266K	–	105
2025 Q1	$266K	Hold	508	–	–	0.13%	83
2024 Q4	$257K	Hold	508	–	–	0.12%	85
2024 Q3	$297K	Sell	508 -10	-2%	-$5.66K	0.14%	79
2024 Q2	$264K	Hold	518	–	–	0.13%	84
2024 Q1	$256K	Sell	518 -6	-1%	-$3.05K	0.13%	83
2023 Q4	$276K	Hold	524	–	–	0.15%	79
2023 Q3	$264K	Hold	524	–	–	0.16%	79
2023 Q2	$252K	Sell	524 -145	-22%	-$70.9K	0.15%	84
2023 Q1	$316K	Hold	669	–	–	0.19%	73
2022 Q4	$355K	Buy	669 +145	+28%	+$76.8K	0.23%	68
2022 Q3	$265K	Hold	524	–	–	0.19%	73
2022 Q2	$269K	Buy	524 +17	+3%	+$8.54K	0.18%	73
2022 Q1	$259K	Hold	507	–	–	0.15%	79
2021 Q4	$255K	Buy	+507	New	+$230K	0.15%	81
2021 Q3	–	Sell	-507	Closed	-$203K	–	93
2021 Q2	$203K	Sell	507 -175	-26%	-$69.8K	0.12%	92
2021 Q1	$254K	Hold	682	–	–	0.17%	74
2020 Q4	$239K	Sell	682 -268	-28%	-$89.8K	0.16%	79
2020 Q3	$296K	Buy	950 +90	+10%	+$27.6K	0.23%	64
2020 Q2	$254K	Hold	860	–	–	0.22%	68
2020 Q1	$214K	Hold	860	–	–	0.22%	67
2019 Q4	$253K	Buy	+860	New	+$225K	0.25%	53

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

Pavion Blue Capital's UNH Position: Q2 2025 in Review

Pavion Blue Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 508 shares — an estimated $266K sold.

Pavion Blue Capital first reported a position in UNH in Q4 2019 and held it in 21 quarters. The position peaked at $355K in Q4 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Pavion Blue Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Pavion Blue Capital sold 508 UnitedHealth shares in Q2 2025, an estimated $266K.
Pavion Blue Capital first reported a position in UnitedHealth in Q4 2019 and held it in 21 quarters.
Pavion Blue Capital's UnitedHealth position peaked at $355K in Q4 2022.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Pavion Blue Capital's 13F filing for Q2 2025, filed 1 Aug 2025.