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Sandbox Financial Partners’s UnitedHealth UNH Stock Holding History

Sandbox 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
-471
Closed -$247K – 126
2025
Q1 		$247K Sell
471
-64
-12% -$32.7K 0.09% 97
2024
Q4 		$271K Buy
535
+17
+3% +$9.66K 0.09% 92
2024
Q3 		$303K Sell
518
-54
-9% -$30.5K 0.11% 83
2024
Q2 		$291K Sell
572
-284
-33% -$139K 0.11% 80
2024
Q1 		$423K Sell
856
-176
-17% -$89.5K 0.18% 66
2023
Q4 		$543K Buy
1,032
+21
+2% +$11.2K 0.26% 53
2023
Q3 		$510K Sell
1,011
-147
-13% -$72.3K 0.27% 50
2023
Q2 		$556K Buy
1,158
+45
+4% +$22K 0.29% 47
2023
Q1 		$526K Buy
1,113
+40
+4% +$19.3K 0.32% 43
2022
Q4 		$569K Sell
1,073
-18
-2% -$9.54K 0.39% 38
2022
Q3 		$551K Buy
1,091
+21
+2% +$11K 0.4% 37
2022
Q2 		$550K Sell
1,070
-48
-4% -$24.1K 0.39% 38
2022
Q1 		$570K Sell
1,118
-50
-4% -$24.1K 0.33% 37
2021
Q4 		$587K Buy
1,168
+126
+12% +$57K 0.37% 36
2021
Q3 		$407K Sell
1,042
-185
-15% -$76.6K 0.29% 48
2021
Q2 		$492K Sell
1,227
-42
-3% -$16.7K 0.37% 36
2021
Q1 		$462K Sell
1,269
-7
-0.5% -$2.43K 0.38% 39
2020
Q4 		$447K Buy
+1,276
New +$428K 0.41% 35

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

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

Sandbox Financial Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 471 shares — an estimated $247K sold.

Sandbox Financial Partners first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $587K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Sandbox Financial Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 471 UnitedHealth shares in Q2 2025, an estimated $247K.
  • Sandbox Financial Partners first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Sandbox Financial Partners's UnitedHealth position peaked at $587K in Q4 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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