Samjo Management’s UnitedHealth UNH Stock Holding History

Samjo 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	-500	Closed	-$262K	–	59
2025 Q1	$262K	Hold	500	–	–	0.11%	55
2024 Q4	$253K	Hold	500	–	–	0.1%	50
2024 Q3	$292K	Hold	500	–	–	0.1%	49
2024 Q2	$255K	Hold	500	–	–	0.09%	48
2024 Q1	$247K	Hold	500	–	–	0.09%	47
2023 Q4	$263K	Buy	+500	New	+$267K	0.09%	44

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

Samjo Management's UNH Position: Q2 2025 in Review

Samjo Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 500 shares — an estimated $262K sold.

Samjo Management first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $292K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Samjo Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Samjo Management sold 500 UnitedHealth shares in Q2 2025, an estimated $262K.
Samjo Management first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
Samjo Management's UnitedHealth position peaked at $292K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Samjo Management's 13F filing for Q2 2025, filed 13 Aug 2025.