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Peachtree Investment Partners’s UnitedHealth UNH Stock Holding History

Peachtree Investment Partners’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
-2,047
Closed -$1.07M – 133
2025
Q1 		$1.07M Sell
2,047
-41
-2% -$21K 0.42% 30
2024
Q4 		$1.06M Sell
2,088
-106
-5% -$60.2K 0.4% 31
2024
Q3 		$1.28M Sell
2,194
-110
-5% -$62.2K 0.48% 28
2024
Q2 		$1.17M Sell
2,304
-8
-0.3% -$3.92K 0.46% 31
2024
Q1 		$1.14M Sell
2,312
-4,056
-64% -$2.06M 0.46% 30
2023
Q4 		$3.35M Buy
6,368
+371
+6% +$198K 1.38% 18
2023
Q3 		$3.02M Sell
5,997
-403
-6% -$198K 1.54% 16
2023
Q2 		$3.08M Sell
6,400
-780
-11% -$381K 1.4% 16
2023
Q1 		$3.39M Sell
7,180
-946
-12% -$457K 2.12% 13
2022
Q4 		$4.31M Sell
8,126
-379
-4% -$201K 2.63% 13
2022
Q3 		$4.29M Buy
8,505
+860
+11% +$452K 2.89% 10
2022
Q2 		$3.93M Sell
7,645
-592
-7% -$297K 2.45% 10
2022
Q1 		$4.2M Buy
8,237
+3,019
+58% +$1.46M 1.93% 12
2021
Q4 		$2.62M Buy
5,218
+845
+19% +$383K 1.1% 22
2021
Q3 		$1.71M Sell
4,373
-67
-2% -$27.8K 0.84% 26
2021
Q2 		$1.78M Buy
4,440
+293
+7% +$117K 0.87% 26
2021
Q1 		$1.54M Buy
4,147
+31
+0.8% +$10.7K 0.89% 25
2020
Q4 		$1.44M Buy
4,116
+665
+19% +$223K 0.84% 25
2020
Q3 		$1.08M Buy
3,451
+515
+18% +$158K 0.74% 28
2020
Q2 		$866K Buy
2,936
+1,031
+54% +$295K 0.71% 25
2020
Q1 		$475K Sell
1,905
-197
-9% -$54.2K 0.48% 32
2019
Q4 		$618K Buy
2,102
+477
+29% +$125K 0.43% 39
2019
Q3 		$353K Sell
1,625
-12,587
-89% -$3.04M 0.28% 51
2019
Q2 		$3.47M Sell
14,212
-13,250
-48% -$3.19M 2.73% 12
2019
Q1 		$6.79M Buy
27,462
+118
+0.4% +$30.1K 5.73% 4
2018
Q4 		$6.81M Buy
+27,344
New +$7.22M 7.73% 3

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

Peachtree Investment Partners's UNH Position: Q2 2025 in Review

Peachtree Investment Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,047 shares — an estimated $1.07M sold.

Peachtree Investment Partners first reported a position in UNH in Q4 2018 and held it in 26 quarters. The position peaked at $6.81M in Q4 2018. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Peachtree Investment Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 2,047 UnitedHealth shares in Q2 2025, an estimated $1.07M.
  • Peachtree Investment Partners first reported a position in UnitedHealth in Q4 2018 and held it in 26 quarters.
  • Peachtree Investment Partners's UnitedHealth position peaked at $6.81M in Q4 2018.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.