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RFG - Bristol Wealth Advisors’s UnitedHealth UNH Stock Holding History

RFG - Bristol Wealth Advisors’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
-575
Closed -$301K – 187
2025
Q1 		$301K Buy
575
+23
+4% +$11.8K 0.1% 137
2024
Q4 		$279K Buy
+552
New +$314K 0.09% 131

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

RFG - Bristol Wealth Advisors's UNH Position: Q2 2025 in Review

RFG - Bristol Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 575 shares — an estimated $301K sold.

RFG - Bristol Wealth Advisors first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $301K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • RFG - Bristol Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 575 UnitedHealth shares in Q2 2025, an estimated $301K.
  • RFG - Bristol Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's UnitedHealth position peaked at $301K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.