SAF
UNH icon

Smith Anglin Financial’s UnitedHealth UNH Stock Holding History

Smith Anglin Financial’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 		$309K Sell
992
-11
-1% -$4.2K 0.03% 160
2025
Q1 		$525K Sell
1,003
-74
-7% -$37.8K 0.06% 117
2024
Q4 		$545K Sell
1,077
-141
-12% -$80.1K 0.05% 113
2024
Q3 		$712K Buy
1,218
+22
+2% +$12.4K 0.07% 93
2024
Q2 		$609K Sell
1,196
-85
-7% -$41.7K 0.06% 92
2024
Q1 		$634K Buy
1,281
+85
+7% +$43.2K 0.07% 98
2023
Q4 		$629K Buy
1,196
+20
+2% +$10.7K 0.07% 93
2023
Q3 		$593K Buy
1,176
+101
+9% +$49.7K 0.07% 90
2023
Q2 		$517K Buy
1,075
+134
+14% +$65.5K 0.06% 91
2023
Q1 		$445K Buy
941
+3
+0.3% +$1.45K 0.07% 100
2022
Q4 		$497K Buy
938
+3
+0.3% +$1.59K 0.09% 80
2022
Q3 		$472K Sell
935
-48
-5% -$25.2K 0.1% 79
2022
Q2 		$505K Buy
983
+3
+0.3% +$1.51K 0.15% 70
2022
Q1 		$500K Buy
980
+54
+6% +$26K 0.12% 73
2021
Q4 		$465K Buy
926
+2
+0.2% +$905 0.08% 88
2021
Q3 		$361K Sell
924
-32
-3% -$13.3K 0.07% 98
2021
Q2 		$383K Buy
956
+4
+0.4% +$1.59K 0.07% 95
2021
Q1 		$354K Sell
952
-49
-5% -$17K 0.08% 97
2020
Q4 		$351K Buy
+1,001
New +$336K 0.06% 90

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Smith Anglin Financial's UNH Position: Q2 2025 in Review

Smith Anglin Financial reduced its UnitedHealth (UNH) stake by 1.1% in Q2 2025, selling an estimated $4.2K and leaving 992 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #160.

Smith Anglin Financial first reported a position in UNH in Q4 2020 and has held it in 19 quarters since. The position peaked at $712K in Q3 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Smith Anglin Financial held 992 shares of UnitedHealth worth $309K as of Q2 2025.
  • Smith Anglin Financial sold 11 UnitedHealth shares in Q2 2025, an estimated $4.2K.
  • UnitedHealth made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #160 holding.
  • Smith Anglin Financial first reported a position in UnitedHealth in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's UnitedHealth position peaked at $712K in Q3 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.