PMG
UNH icon

ProVise Management Group’s UnitedHealth UNH Stock Holding History

ProVise Management Group’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
-434
Closed -$227K – 264
2025
Q1 		$227K Sell
434
-159
-27% -$81.3K 0.02% 234
2024
Q4 		$300K Sell
593
-163
-22% -$92.6K 0.03% 209
2024
Q3 		$442K Sell
756
-56
-7% -$31.7K 0.04% 206
2024
Q2 		$414K Sell
812
-9
-1% -$4.41K 0.04% 203
2024
Q1 		$406K Sell
821
-4,435
-84% -$2.25M 0.04% 211
2023
Q4 		$2.77M Buy
5,256
+155
+3% +$82.7K 0.23% 106
2023
Q3 		$2.57M Buy
5,101
+225
+5% +$111K 0.24% 102
2023
Q2 		$2.34M Buy
4,876
+739
+18% +$361K 0.21% 110
2023
Q1 		$1.96M Buy
4,137
+2,429
+142% +$1.17M 0.19% 118
2022
Q4 		$906K Sell
1,708
-362
-17% -$192K 0.09% 165
2022
Q3 		$1.05M Sell
2,070
-128
-6% -$67.3K 0.12% 155
2022
Q2 		$1.13M Sell
2,198
-271
-11% -$136K 0.12% 149
2022
Q1 		$1.26M Sell
2,469
-189
-7% -$91.2K 0.12% 155
2021
Q4 		$1.33M Sell
2,658
-6
-0.2% -$2.72K 0.12% 154
2021
Q3 		$1.04M Sell
2,664
-203
-7% -$84.1K 0.1% 168
2021
Q2 		$1.15M Buy
2,867
+613
+27% +$244K 0.12% 158
2021
Q1 		$839K Sell
2,254
-23
-1% -$7.97K 0.09% 177
2020
Q4 		$798K Buy
2,277
+561
+33% +$188K 0.09% 176
2020
Q3 		$535K Sell
1,716
-94
-5% -$28.9K 0.07% 193
2020
Q2 		$534K Sell
1,810
-92
-5% -$26.4K 0.08% 179
2020
Q1 		$474K Buy
1,902
+203
+12% +$55.9K 0.08% 178
2019
Q4 		$500K Buy
1,699
+155
+10% +$40.6K 0.06% 198
2019
Q3 		$336K Sell
1,544
-1,403
-48% -$339K 0.04% 235
2019
Q2 		$719K Buy
2,947
+504
+21% +$121K 0.1% 167
2019
Q1 		$604K Buy
2,443
+233
+11% +$59.4K 0.08% 173
2018
Q4 		$551K Buy
2,210
+29
+1% +$7.66K 0.09% 183
2018
Q3 		$580K Buy
+2,181
New +$567K 0.08% 200

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

ProVise Management Group's UNH Position: Q2 2025 in Review

ProVise Management Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 434 shares — an estimated $227K sold.

ProVise Management Group first reported a position in UNH in Q3 2018 and held it in 27 quarters. The position peaked at $2.77M in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • ProVise Management Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • ProVise Management Group sold 434 UnitedHealth shares in Q2 2025, an estimated $227K.
  • ProVise Management Group first reported a position in UnitedHealth in Q3 2018 and held it in 27 quarters.
  • ProVise Management Group's UnitedHealth position peaked at $2.77M in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on ProVise Management Group's 13F filing for Q2 2025, filed 8 Aug 2025.