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Reliant Investment Management’s UnitedHealth UNH Stock Holding History

Reliant Investment 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
-409
Closed -$214K – 62
2025
Q1 		$214K Sell
409
-15
-4% -$7.67K 0.11% 57
2024
Q4 		$214K Sell
424
-26
-6% -$14.8K 0.09% 59
2024
Q3 		$263K Sell
450
-11,062
-96% -$6.26M 0.12% 46
2024
Q2 		$5.86M Sell
11,512
-21
-0.2% -$10.3K 2.76% 16
2024
Q1 		$5.71M Buy
11,533
+251
+2% +$128K 2.68% 18
2023
Q4 		$5.94M Sell
11,282
-10
-0.1% -$5.33K 3.02% 11
2023
Q3 		$5.69M Buy
11,292
+186
+2% +$91.5K 3.32% 9
2023
Q2 		$5.34M Sell
11,106
-40
-0.4% -$19.6K 3.08% 11
2023
Q1 		$5.27M Sell
11,146
-1,753
-14% -$846K 3.33% 9
2022
Q4 		$6.84M Buy
12,899
+38
+0.3% +$20.1K 4.08% 5
2022
Q3 		$6.5M Sell
12,861
-154
-1% -$81K 4.62% 2
2022
Q2 		$6.68M Sell
13,015
-215
-2% -$108K 4.69% 2
2022
Q1 		$6.75M Buy
13,230
+246
+2% +$119K 3.46% 8
2021
Q4 		$6.52M Buy
12,984
+415
+3% +$188K 2.68% 13
2021
Q3 		$4.91M Sell
12,569
-720
-5% -$298K 2.44% 18
2021
Q2 		$5.32M Sell
13,289
-35
-0.3% -$14K 2.45% 17
2021
Q1 		$4.96M Buy
13,324
+255
+2% +$88.4K 2.43% 16
2020
Q4 		$4.58M Buy
13,069
+1,220
+10% +$409K 2.45% 20
2020
Q3 		$3.69M Buy
11,849
+175
+1% +$53.8K 2.38% 23
2020
Q2 		$3.44M Buy
11,674
+2,135
+22% +$612K 2.51% 19
2020
Q1 		$2.38M Buy
9,539
+64
+0.7% +$17.6K 2.38% 23
2019
Q4 		$2.79M Buy
+9,475
New +$2.48M 1.96% 34

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

Reliant Investment Management's UNH Position: Q2 2025 in Review

Reliant Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 409 shares — an estimated $214K sold.

Reliant Investment Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $6.84M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Reliant Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Reliant Investment Management sold 409 UnitedHealth shares in Q2 2025, an estimated $214K.
  • Reliant Investment Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Reliant Investment Management's UnitedHealth position peaked at $6.84M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Reliant Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.