Seed Wealth Management’s UnitedHealth UNH Stock Holding History

Seed Wealth 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	-627	Closed	-$328K	–	161
2025 Q1	$328K	Hold	627	–	–	0.27%	93
2024 Q4	$317K	Hold	627	–	–	0.26%	97
2024 Q3	$367K	Hold	627	–	–	0.29%	89
2024 Q2	$319K	Hold	627	–	–	0.28%	93
2024 Q1	$307K	Hold	627	–	–	0.29%	86
2023 Q4	$338K	Hold	627	–	–	0.34%	78
2023 Q3	$316K	Hold	627	–	–	0.36%	77
2023 Q2	$301K	Hold	627	–	–	0.32%	81
2023 Q1	$296K	Hold	627	–	–	0.34%	79
2022 Q4	$332K	Buy	+627	New	+$332K	0.38%	67

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

Seed Wealth Management's UNH Position: Q2 2025 in Review

Seed Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 627 shares — an estimated $328K sold.

Seed Wealth Management first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $367K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Seed Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Seed Wealth Management sold 627 UnitedHealth shares in Q2 2025, an estimated $328K.
Seed Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Seed Wealth Management's UnitedHealth position peaked at $367K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Seed Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.