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Proffitt & Goodson’s UnitedHealth UNH Stock Holding History

Proffitt & Goodson’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
-1,646
Closed -$862K – 277
2025
Q1 		$862K Buy
1,646
+11
+0.7% +$5.62K 0.14% 64
2024
Q4 		$827K Buy
1,635
+11
+0.7% +$6.25K 0.14% 70
2024
Q3 		$950K Buy
1,624
+107
+7% +$60.5K 0.16% 64
2024
Q2 		$773K Sell
1,517
-28
-2% -$13.7K 0.14% 74
2024
Q1 		$764K Sell
1,545
-9
-0.6% -$4.58K 0.14% 73
2023
Q4 		$818K Buy
1,554
+36
+2% +$19.2K 0.15% 71
2023
Q3 		$765K Buy
+1,518
New +$747K 0.16% 67

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

Proffitt & Goodson's UNH Position: Q2 2025 in Review

Proffitt & Goodson sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,646 shares — an estimated $862K sold.

Proffitt & Goodson first reported a position in UNH in Q3 2023 and held it in 7 quarters. The position peaked at $950K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Proffitt & Goodson reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Proffitt & Goodson sold 1,646 UnitedHealth shares in Q2 2025, an estimated $862K.
  • Proffitt & Goodson first reported a position in UnitedHealth in Q3 2023 and held it in 7 quarters.
  • Proffitt & Goodson's UnitedHealth position peaked at $950K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Proffitt & Goodson's 13F filing for Q2 2025, filed 23 Jul 2025.