Phoenix Wealth Advisors’s UnitedHealth UNH Stock Holding History

Phoenix Wealth 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	-1,701	Closed	-$891K	–	131
2025 Q1	$891K	Buy	1,701 +49	+3%	+$25K	0.39%	52
2024 Q4	$836K	Sell	1,652 -2,630	-61%	-$1.49M	0.36%	56
2024 Q3	$2.5M	Buy	4,282 +3,794	+777%	+$2.15M	1.16%	31
2024 Q2	$249K	Buy	+488	New	+$239K	0.12%	110
2021 Q4	–	Sell	-136	Closed	-$53K	–	339
2021 Q3	$53K	Hold	136	–	–	0.04%	188
2021 Q2	$56K	Buy	136 +5	+4%	+$1.99K	0.04%	182
2021 Q1	$48K	Buy	131 +9	+7%	+$3.12K	0.04%	191
2020 Q4	$43K	Buy	+122	New	+$40.9K	0.03%	201

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

Phoenix Wealth Advisors's UNH Position: Q2 2025 in Review

Phoenix Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,701 shares — an estimated $891K sold.

Phoenix Wealth Advisors first reported a position in UNH in Q4 2020 and held it in 8 quarters. The position peaked at $2.5M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Phoenix Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,701 UnitedHealth shares in Q2 2025, an estimated $891K.
Phoenix Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 8 quarters.
Phoenix Wealth Advisors's UnitedHealth position peaked at $2.5M in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.