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Roman Butler Fullerton & Co’s UnitedHealth UNH Stock Holding History

Roman Butler Fullerton & Co’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
-541
Closed -$316K – 264
2025
Q1 		$316K Buy
541
+4
+0.7% +$2.04K 0.12% 166
2024
Q4 		$292K Sell
537
-527
-50% -$299K 0.09% 181
2024
Q3 		$592K Sell
1,064
-92
-8% -$52K 0.18% 128
2024
Q2 		$579K Buy
1,156
+180
+18% +$88.2K 0.19% 114
2024
Q1 		$479K Sell
976
-164
-14% -$83.4K 0.18% 128
2023
Q4 		$573K Sell
1,140
-372
-25% -$198K 0.22% 111
2023
Q3 		$816K Buy
1,512
+392
+35% +$193K 0.39% 71
2023
Q2 		$564K Buy
1,120
+17
+2% +$8.31K 0.26% 98
2023
Q1 		$543K Sell
1,103
-2,468
-69% -$1.19M 0.27% 102
2022
Q4 		$1.73M Buy
3,571
+2,422
+211% +$1.28M 0.9% 24
2022
Q3 		$574K Buy
1,149
+158
+16% +$83.1K 0.37% 87
2022
Q2 		$525K Buy
991
+38
+4% +$19.1K 0.29% 98
2022
Q1 		$486K Buy
953
+8
+0.8% +$3.86K 0.22% 117
2021
Q4 		$475K Buy
945
+3
+0.3% +$1.36K 0.21% 112
2021
Q3 		$400K Buy
942
+46
+5% +$19.1K 0.19% 131
2021
Q2 		$359K Buy
896
+3
+0.3% +$1.2K 0.17% 133
2021
Q1 		$348K Buy
893
+3
+0.3% +$1.04K 0.17% 142
2020
Q4 		$312K Buy
890
+3
+0.3% +$1.01K 0.18% 127
2020
Q3 		$277K Sell
887
-22
-2% -$6.76K 0.18% 129
2020
Q2 		$268K Buy
909
+3
+0.3% +$860 0.19% 126
2020
Q1 		$226K Sell
906
-141
-13% -$38.8K 0.2% 124
2019
Q4 		$308K Buy
1,047
+4
+0.4% +$1.05K 0.2% 135
2019
Q3 		$227K Buy
1,043
+4
+0.4% +$965 0.16% 155
2019
Q2 		$254K Sell
1,039
-117
-10% -$28.1K 0.17% 153
2019
Q1 		$286K Sell
1,156
-1,737
-60% -$443K 0.2% 145
2018
Q4 		$708K Buy
+2,893
New +$764K 0.6% 59

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

Roman Butler Fullerton & Co's UNH Position: Q2 2025 in Review

Roman Butler Fullerton & Co sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 541 shares — an estimated $316K sold.

Roman Butler Fullerton & Co first reported a position in UNH in Q4 2018 and held it in 26 quarters. The position peaked at $1.73M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Roman Butler Fullerton & Co reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 541 UnitedHealth shares in Q2 2025, an estimated $316K.
  • Roman Butler Fullerton & Co first reported a position in UnitedHealth in Q4 2018 and held it in 26 quarters.
  • Roman Butler Fullerton & Co's UnitedHealth position peaked at $1.73M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2025, filed 30 Jul 2025.