Schaper Benz & Wise Investment Counsel’s UnitedHealth UNH Stock Holding History

Schaper Benz & Wise Investment Counsel’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	-487	Closed	-$255K	–	155
2025 Q1	$255K	Buy	487 +7	+1%	+$3.58K	0.02%	138
2024 Q4	$243K	Sell	480 -204	-30%	-$116K	0.02%	141
2024 Q3	$400K	Sell	684 -235	-26%	-$133K	0.03%	123
2024 Q2	$468K	Buy	919 +37	+4%	+$18.1K	0.04%	111
2024 Q1	$436K	Buy	882 +1	+0.1%	+$508	0.04%	115
2023 Q4	$464K	Hold	881	–	–	0.04%	107
2023 Q3	$444K	Hold	881	–	–	0.04%	107
2023 Q2	$423K	Hold	881	–	–	0.04%	110
2023 Q1	$416K	Hold	881	–	–	0.04%	108
2022 Q4	$467K	Buy	881 +39	+5%	+$20.7K	0.05%	102
2022 Q3	$425K	Hold	842	–	–	0.05%	105
2022 Q2	$432K	Buy	842 +241	+40%	+$121K	0.04%	112
2022 Q1	$306K	Hold	601	–	–	0.03%	130
2021 Q4	$302K	Hold	601	–	–	0.02%	131
2021 Q3	$235K	Hold	601	–	–	0.02%	121
2021 Q2	$241K	Hold	601	–	–	0.02%	118
2021 Q1	$224K	Hold	601	–	–	0.02%	117
2020 Q4	$211K	Buy	+601	New	+$201K	0.02%	118
2017 Q3	–	Sell	-1,900	Closed	-$352K	–	114
2017 Q2	$352K	Buy	+1,900	New	+$333K	0.06%	96

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

Schaper Benz & Wise Investment Counsel's UNH Position: Q2 2025 in Review

Schaper Benz & Wise Investment Counsel sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 487 shares — an estimated $255K sold.

Schaper Benz & Wise Investment Counsel first reported a position in UNH in Q2 2017 and held it in 19 quarters. The position peaked at $468K in Q2 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Schaper Benz & Wise Investment Counsel reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Schaper Benz & Wise Investment Counsel sold 487 UnitedHealth shares in Q2 2025, an estimated $255K.
Schaper Benz & Wise Investment Counsel first reported a position in UnitedHealth in Q2 2017 and held it in 19 quarters.
Schaper Benz & Wise Investment Counsel's UnitedHealth position peaked at $468K in Q2 2024.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2025, filed 30 Jul 2025.