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S.E.E.D. Planning Group’s UnitedHealth UNH Stock Holding History

S.E.E.D. Planning 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
-11,433
Closed -$5.99M – 75
2025
Q1 		$5.99M Buy
11,433
+748
+7% +$382K 2.02% 21
2024
Q4 		$5.4M Buy
10,685
+918
+9% +$522K 1.8% 21
2024
Q3 		$5.71M Buy
9,767
+359
+4% +$203K 1.89% 21
2024
Q2 		$4.79M Buy
9,408
+747
+9% +$366K 1.74% 24
2024
Q1 		$4.28M Buy
8,661
+1,448
+20% +$736K 1.56% 26
2023
Q4 		$3.8M Sell
7,213
-162
-2% -$86.4K 1.53% 26
2023
Q3 		$3.72M Buy
7,375
+367
+5% +$181K 1.43% 27
2023
Q2 		$3.37M Buy
7,008
+733
+12% +$358K 1.18% 33
2023
Q1 		$2.97M Buy
6,275
+16
+0.3% +$7.72K 1.14% 32
2022
Q4 		$3.32M Sell
6,259
-32
-0.5% -$17K 1.44% 31
2022
Q3 		$3.18M Sell
6,291
-240
-4% -$126K 1.49% 32
2022
Q2 		$3.35M Sell
6,531
-222
-3% -$111K 1.52% 29
2022
Q1 		$3.44M Sell
6,753
-414
-6% -$200K 1.47% 30
2021
Q4 		$3.6M Sell
7,167
-671
-9% -$304K 1.56% 26
2021
Q3 		$3.06M Sell
7,838
-825
-10% -$342K 1.45% 27
2021
Q2 		$3.47M Sell
8,663
-91
-1% -$36.3K 1.71% 26
2021
Q1 		$3.26M Sell
8,754
-279
-3% -$96.7K 1.79% 28
2020
Q4 		$3.17M Sell
9,033
-1,482
-14% -$497K 1.9% 25
2020
Q3 		$3.28M Sell
10,515
-1,206
-10% -$370K 2.4% 14
2020
Q2 		$3.46M Buy
11,721
+264
+2% +$75.6K 2.7% 11
2020
Q1 		$2.86M Buy
11,457
+661
+6% +$182K 2.77% 12
2019
Q4 		$3.17M Buy
+10,796
New +$2.82M 2.76% 8

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

S.E.E.D. Planning Group's UNH Position: Q2 2025 in Review

S.E.E.D. Planning Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 11,433 shares — an estimated $5.99M sold.

S.E.E.D. Planning Group first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $5.99M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • S.E.E.D. Planning Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • S.E.E.D. Planning Group sold 11,433 UnitedHealth shares in Q2 2025, an estimated $5.99M.
  • S.E.E.D. Planning Group first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • S.E.E.D. Planning Group's UnitedHealth position peaked at $5.99M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2025, filed 8 Jul 2025.