SC
UNH icon

Savoie Capital’s UnitedHealth UNH Stock Holding History

Savoie Capital’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 		$6.4M Buy
+20,500
New +$7.83M 0.79% 24
2024
Q3 		– Sell
-1,000
Closed -$509K – 102
2024
Q2 		$509K Sell
1,000
-1,100
-52% -$539K 0.07% 79
2024
Q1 		$1.04M Buy
+2,100
New +$1.07M 0.14% 65

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

Savoie Capital's UNH Position: Q2 2025 in Review

Savoie Capital opened a new position in UnitedHealth (UNH) in Q2 2025: 20,500 shares worth $6.4M. The stake represents 0.79% of the portfolio and ranks #24 among its holdings. This is a return to the name: Savoie Capital previously reported a position in UNH as recently as Q2 2024.

Savoie Capital first reported a position in UNH in Q1 2024 and has held it in 3 quarters since. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Savoie Capital held 20,500 shares of UnitedHealth worth $6.4M as of Q2 2025.
  • UnitedHealth was a new Savoie Capital position in Q2 2025.
  • UnitedHealth made up 0.79% of Savoie Capital's portfolio in Q2 2025, its #24 holding.
  • Savoie Capital first reported a position in UnitedHealth in Q1 2024 and has held it in 3 quarters since.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.