Ramirez Asset Management’s UnitedHealth UNH Stock Holding History

Ramirez Asset 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	-3,559	Closed	-$1.86M	–	374
2025 Q1	$1.86M	Hold	3,559	–	–	0.39%	79
2024 Q4	$1.8M	Hold	3,559	–	–	0.36%	81
2024 Q3	$2.08M	Hold	3,559	–	–	0.4%	78
2024 Q2	$1.81M	Hold	3,559	–	–	0.37%	82
2024 Q1	$1.76M	Buy	3,559 +319	+10%	+$162K	0.36%	94
2023 Q4	$1.71M	Hold	3,240	–	–	0.35%	93
2023 Q3	$1.63M	Buy	+3,240	New	+$1.59M	0.35%	92

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Ramirez Asset Management's UNH Position: Q2 2025 in Review

Ramirez Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,559 shares — an estimated $1.86M sold.

Ramirez Asset Management first reported a position in UNH in Q3 2023 and held it in 7 quarters. The position peaked at $2.08M in Q3 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Ramirez Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Ramirez Asset Management sold 3,559 UnitedHealth shares in Q2 2025, an estimated $1.86M.
Ramirez Asset Management first reported a position in UnitedHealth in Q3 2023 and held it in 7 quarters.
Ramirez Asset Management's UnitedHealth position peaked at $2.08M in Q3 2024.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Ramirez Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.