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SFE Investment Counsel’s UnitedHealth UNH Stock Holding History

SFE 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
-549
Closed -$288K – 152
2025
Q1 		$288K Buy
549
+74
+16% +$37.8K 0.06% 121
2024
Q4 		$240K Sell
475
-90
-16% -$51.1K 0.05% 103
2024
Q3 		$330K Hold
565
– – 0.07% 107
2024
Q2 		$288K Sell
565
-133
-19% -$65.2K 0.06% 112
2024
Q1 		$345K Buy
+698
New +$355K 0.08% 111

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

SFE Investment Counsel's UNH Position: Q2 2025 in Review

SFE Investment Counsel sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 549 shares — an estimated $288K sold.

SFE Investment Counsel first reported a position in UNH in Q1 2024 and held it in 5 quarters. The position peaked at $345K in Q1 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • SFE Investment Counsel reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • SFE Investment Counsel sold 549 UnitedHealth shares in Q2 2025, an estimated $288K.
  • SFE Investment Counsel first reported a position in UnitedHealth in Q1 2024 and held it in 5 quarters.
  • SFE Investment Counsel's UnitedHealth position peaked at $345K in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on SFE Investment Counsel's 13F filing for Q2 2025, filed 7 Aug 2025.