Select Asset Management & Trust’s UnitedHealth UNH Stock Holding History

Select Asset Management & Trust’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	-504	Closed	-$264K	–	81
2025 Q1	$264K	Hold	504	–	–	0.11%	62
2024 Q4	$255K	Hold	504	–	–	0.1%	61
2024 Q3	$295K	Hold	504	–	–	0.11%	51
2024 Q2	$257K	Hold	504	–	–	0.1%	53
2024 Q1	$249K	Sell	504 -6	-1%	-$3.05K	0.1%	56
2023 Q4	$269K	Hold	510	–	–	0.13%	54
2023 Q3	$257K	Buy	510 +48	+10%	+$23.6K	0.15%	50
2023 Q2	$222K	Sell	462 -7	-1%	-$3.42K	0.14%	61
2023 Q1	$222K	Buy	469 +19	+4%	+$9.17K	0.2%	56
2022 Q4	$239K	Hold	450	–	–	0.29%	50
2022 Q3	$227K	Hold	450	–	–	0.27%	53
2022 Q2	$231K	Hold	450	–	–	0.25%	52
2022 Q1	$229K	Hold	450	–	–	0.2%	60
2021 Q4	$226K	Buy	+450	New	+$204K	0.15%	61

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

Select Asset Management & Trust's UNH Position: Q2 2025 in Review

Select Asset Management & Trust sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 504 shares — an estimated $264K sold.

Select Asset Management & Trust first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $295K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Select Asset Management & Trust reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Select Asset Management & Trust sold 504 UnitedHealth shares in Q2 2025, an estimated $264K.
Select Asset Management & Trust first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
Select Asset Management & Trust's UnitedHealth position peaked at $295K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Select Asset Management & Trust's 13F filing for Q2 2025, filed 14 Aug 2025.