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Sentry LLC’s UnitedHealth UNH Stock Holding History

Sentry LLC’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
-475
Closed -$249K – 135
2025
Q1 		$249K Sell
475
-50
-10% -$25.6K 0.05% 107
2024
Q4 		$266K Hold
525
– – 0.05% 102
2024
Q3 		$307K Hold
525
– – 0.06% 97
2024
Q2 		$267K Hold
525
– – 0.05% 104
2024
Q1 		$260K Sell
525
-1
-0.2% -$508 0.05% 102
2023
Q4 		$277K Buy
526
+1
+0.2% +$533 0.06% 94
2023
Q3 		$265K Sell
525
-260
-33% -$128K 0.06% 99
2023
Q2 		$377K Hold
785
– – 0.08% 82
2023
Q1 		$371K Buy
+785
New +$379K 0.09% 84

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

Sentry LLC's UNH Position: Q2 2025 in Review

Sentry LLC sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 475 shares — an estimated $249K sold.

Sentry LLC first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $377K in Q2 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Sentry LLC reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Sentry LLC sold 475 UnitedHealth shares in Q2 2025, an estimated $249K.
  • Sentry LLC first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
  • Sentry LLC's UnitedHealth position peaked at $377K in Q2 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Sentry LLC's 13F filing for Q2 2025, filed 30 Jul 2025.