Private Wealth Partners’s UnitedHealth UNH Stock Holding History

Private Wealth 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	-1,038	Closed	-$544K	–	185
2025 Q1	$544K	Sell	1,038 -572	-36%	-$292K	0.05%	118
2024 Q4	$814K	Sell	1,610 -837	-34%	-$476K	0.06%	101
2024 Q3	$1.43M	Buy	2,447 +300	+14%	+$170K	0.11%	76
2024 Q2	$1.09M	Buy	2,147 +1,181	+122%	+$579K	0.08%	89
2024 Q1	$478K	Buy	966 +500	+107%	+$254K	0.04%	110
2023 Q4	$245K	Hold	466	–	–	0.02%	148
2023 Q3	$235K	Hold	466	–	–	0.02%	142
2023 Q2	$224K	Hold	466	–	–	0.02%	149
2023 Q1	$220K	Buy	+466	New	+$225K	0.02%	143

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

Private Wealth Partners's UNH Position: Q2 2025 in Review

Private Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,038 shares — an estimated $544K sold.

Private Wealth Partners first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $1.43M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Private Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Private Wealth Partners sold 1,038 UnitedHealth shares in Q2 2025, an estimated $544K.
Private Wealth Partners first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
Private Wealth Partners's UnitedHealth position peaked at $1.43M in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Private Wealth Partners's 13F filing for Q2 2025, filed 1 Aug 2025.