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Range Financial Group’s UnitedHealth UNH Stock Holding History

Range Financial 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
-634
Closed -$332K – 209
2025
Q1 		$332K Buy
634
+71
+13% +$36.3K 0.15% 140
2024
Q4 		$285K Buy
+563
New +$320K 0.13% 157
2024
Q3 		– Sell
-536
Closed -$273K – 175
2024
Q2 		$273K Sell
536
-77
-13% -$37.7K 0.14% 148
2024
Q1 		$303K Buy
613
+55
+10% +$28K 0.16% 139
2023
Q4 		$294K Buy
558
+26
+5% +$13.9K 0.18% 133
2023
Q3 		$268K Sell
532
-1
-0.2% -$492 0.18% 129
2023
Q2 		$256K Sell
533
-2
-0.4% -$978 0.16% 137
2023
Q1 		$253K Sell
535
-77
-13% -$37.2K 0.17% 139
2022
Q4 		$324K Sell
612
-18
-3% -$9.54K 0.22% 144
2022
Q3 		$318K Sell
630
-6
-0.9% -$3.15K 0.25% 125
2022
Q2 		$327K Sell
636
-161
-20% -$80.9K 0.24% 129
2022
Q1 		$406K Sell
797
-8
-1% -$3.86K 0.26% 123
2021
Q4 		$404K Sell
805
-48
-6% -$21.7K 0.27% 114
2021
Q3 		$333K Buy
853
+58
+7% +$24K 0.24% 122
2021
Q2 		$318K Buy
+795
New +$317K 0.23% 121

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

Range Financial Group's UNH Position: Q2 2025 in Review

Range Financial Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 634 shares — an estimated $332K sold.

Range Financial Group first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $406K in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Range Financial Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Range Financial Group sold 634 UnitedHealth shares in Q2 2025, an estimated $332K.
  • Range Financial Group first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
  • Range Financial Group's UnitedHealth position peaked at $406K in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Range Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.