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Semmax Financial Advisors’s UnitedHealth UNH Stock Holding History

Semmax Financial Advisors’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 		$801K Buy
3,192
+384
+14% +$147K 0.21% 105
2025
Q1 		$1.07M Sell
2,808
-43
-2% -$22K 0.29% 93
2024
Q4 		$1.51M Buy
2,851
+64
+2% +$36.4K 0.4% 75
2024
Q3 		$1.71M Sell
2,787
-284
-9% -$161K 0.47% 73
2024
Q2 		$1.76M Sell
3,071
-939
-23% -$460K 0.53% 68
2024
Q1 		$2.05M Buy
4,010
+1,687
+73% +$858K 0.68% 60
2023
Q4 		$1.2M Buy
2,323
+245
+12% +$131K 0.44% 67
2023
Q3 		$1.13M Buy
+2,078
New +$1.02M 0.45% 61
2022
Q4 		$722K Sell
1,488
-162
-10% -$85.8K 0.29% 62
2022
Q3 		$899K Sell
1,650
-300
-15% -$158K 0.38% 57
2022
Q2 		$1.05M Sell
1,950
-201
-9% -$101K 0.43% 63
2022
Q1 		$1.1M Sell
2,151
-172
-7% -$83K 0.43% 71
2021
Q4 		$1.17M Sell
2,323
-755
-25% -$342K 0.43% 71
2021
Q3 		$1.2M Sell
3,078
-294
-9% -$122K 0.42% 72
2021
Q2 		$1.35M Buy
3,372
+476
+16% +$190K 0.43% 72
2021
Q1 		$1.08M Buy
2,896
+87
+3% +$30.1K 0.38% 76
2020
Q4 		$985K Buy
2,809
+221
+9% +$74.1K 0.41% 73
2020
Q3 		$807K Buy
2,588
+244
+10% +$74.9K 0.38% 73
2020
Q2 		$691K Buy
2,344
+319
+16% +$91.4K 0.36% 72
2020
Q1 		$505K Buy
2,025
+154
+8% +$42.4K 0.32% 72
2019
Q4 		$550K Buy
1,871
+62
+3% +$16.2K 0.3% 66
2019
Q3 		$393K Buy
1,809
+445
+33% +$107K 0.24% 70
2019
Q2 		$333K Buy
1,364
+616
+82% +$148K 0.21% 73
2019
Q1 		$185K Buy
748
+350
+88% +$89.3K 0.13% 130
2018
Q4 		$99K Buy
+398
New +$105K 0.08% 157

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

Semmax Financial Advisors's UNH Position: Q2 2025 in Review

Semmax Financial Advisors increased its UnitedHealth (UNH) stake by 14% in Q2 2025, buying an estimated $147K and bringing the position to 3,192 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #105.

Semmax Financial Advisors first reported a position in UNH in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.05M in Q1 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Semmax Financial Advisors held 3,192 shares of UnitedHealth worth $801K as of Q2 2025.
  • Semmax Financial Advisors bought 384 UnitedHealth shares in Q2 2025, an estimated $147K.
  • UnitedHealth made up 0.21% of Semmax Financial Advisors's portfolio in Q2 2025, its #105 holding.
  • Semmax Financial Advisors first reported a position in UnitedHealth in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's UnitedHealth position peaked at $2.05M in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.