Roth Financial Partners’s UnitedHealth UNH Stock Holding History

Roth Financial Partners’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	-435	Closed	-$228K	–	32
2025 Q1	$228K	Hold	435	–	–	0.09%	29
2024 Q4	$220K	Hold	435	–	–	0.09%	30
2024 Q3	$254K	Hold	435	–	–	0.1%	28
2024 Q2	$222K	Sell	435 -27	-6%	-$13.2K	0.1%	29
2024 Q1	$229K	Hold	462	–	–	0.1%	27
2023 Q4	$243K	Buy	462 +129	+39%	+$68.8K	0.12%	26
2023 Q3	$168K	Hold	333	–	–	0.11%	24
2023 Q2	$160K	Sell	333 -28	-8%	-$13.7K	0.1%	24
2023 Q1	$171K	Sell	361 -60	-14%	-$29K	0.11%	22
2022 Q4	$223K	Sell	421 -86	-17%	-$45.6K	0.16%	19
2022 Q3	$256K	Hold	507	–	–	0.21%	20
2022 Q2	$260K	Sell	507 -299	-37%	-$150K	0.21%	19
2022 Q1	$411K	Buy	806 +514	+176%	+$248K	0.3%	17
2021 Q4	$147K	Hold	292	–	–	0.1%	24
2021 Q3	$114K	Hold	292	–	–	0.09%	25
2021 Q2	$117K	Hold	292	–	–	0.09%	23
2021 Q1	$109K	Hold	292	–	–	0.09%	22
2020 Q4	$102K	Buy	+292	New	+$97.9K	0.1%	19

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Roth Financial Partners's UNH Position: Q2 2025 in Review

Roth Financial Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 435 shares — an estimated $228K sold.

Roth Financial Partners first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $411K in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Roth Financial Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Roth Financial Partners sold 435 UnitedHealth shares in Q2 2025, an estimated $228K.
Roth Financial Partners first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
Roth Financial Partners's UnitedHealth position peaked at $411K in Q1 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Roth Financial Partners's 13F filing for Q2 2025, filed 9 Jul 2025.