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Phillips Financial Management’s UnitedHealth UNH Stock Holding History

Phillips Financial 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 		– Sell
-558
Closed -$292K – 288
2025
Q1 		$292K Buy
558
+19
+4% +$9.71K 0.02% 160
2024
Q4 		$273K Buy
539
+53
+11% +$30.1K 0.02% 154
2024
Q3 		$284K Buy
486
+10
+2% +$5.66K 0.02% 157
2024
Q2 		$242K Buy
476
+66
+16% +$32.3K 0.02% 165
2024
Q1 		$203K Buy
+410
New +$208K 0.02% 179

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

Phillips Financial Management's UNH Position: Q2 2025 in Review

Phillips Financial Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 558 shares — an estimated $292K sold.

Phillips Financial Management first reported a position in UNH in Q1 2024 and held it in 5 quarters. The position peaked at $292K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Phillips Financial Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Phillips Financial Management sold 558 UnitedHealth shares in Q2 2025, an estimated $292K.
  • Phillips Financial Management first reported a position in UnitedHealth in Q1 2024 and held it in 5 quarters.
  • Phillips Financial Management's UnitedHealth position peaked at $292K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Phillips Financial Management's 13F filing for Q2 2025, filed 30 Jul 2025.