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Spectrum Asset Management (California)’s UnitedHealth UNH Stock Holding History

Spectrum Asset Management (California)’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
-7,071
Closed -$3.7M – 107
2025
Q1 		$3.7M Buy
7,071
+767
+12% +$392K 1.65% 26
2024
Q4 		$3.19M Buy
6,304
+352
+6% +$200K 1.43% 28
2024
Q3 		$3.48M Buy
5,952
+4,795
+414% +$2.71M 1.47% 27
2024
Q2 		$589K Buy
1,157
+4
+0.3% +$1.96K 0.27% 63
2024
Q1 		$570K Hold
1,153
– – 0.24% 60
2023
Q4 		$607K Hold
1,153
– – 0.27% 57
2023
Q3 		$581K Hold
1,153
– – 0.31% 56
2023
Q2 		$554K Hold
1,153
– – 0.28% 54
2023
Q1 		$545K Buy
1,153
+148
+15% +$71.4K 0.27% 55
2022
Q4 		$533K Hold
1,005
– – 0.26% 56
2022
Q3 		$508K Sell
1,005
-5
-0.5% -$2.63K 0.26% 54
2022
Q2 		$519K Sell
1,010
-19
-2% -$9.54K 0.26% 59
2022
Q1 		$525K Buy
1,029
+5
+0.5% +$2.41K 0.21% 73
2021
Q4 		$514K Hold
1,024
– – 0.15% 90
2021
Q3 		$400K Hold
1,024
– – 0.12% 84
2021
Q2 		$410K Hold
1,024
– – 0.12% 90
2021
Q1 		$381K Buy
1,024
+5
+0.5% +$1.73K 0.12% 95
2020
Q4 		$357K Hold
1,019
– – 0.13% 84
2020
Q3 		$318K Buy
1,019
+19
+2% +$5.84K 0.13% 82
2020
Q2 		$295K Hold
1,000
– – 0.15% 75
2020
Q1 		$249K Sell
1,000
-6,512
-87% -$1.79M 0.24% 68
2019
Q4 		$2.21M Buy
7,512
+150
+2% +$39.2K 1.22% 26
2019
Q3 		$1.6M Sell
7,362
-2,295
-24% -$554K 1.02% 34
2019
Q2 		$2.36M Buy
9,657
+4,120
+74% +$991K 1.48% 18
2019
Q1 		$1.37M Sell
5,537
-150
-3% -$38.3K 0.92% 35
2018
Q4 		$1.42M Sell
5,687
-25
-0.4% -$6.6K 1.12% 26
2018
Q3 		$1.52M Buy
+5,712
New +$1.49M 0.91% 35

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

Spectrum Asset Management (California)'s UNH Position: Q2 2025 in Review

Spectrum Asset Management (California) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 7,071 shares — an estimated $3.7M sold.

Spectrum Asset Management (California) first reported a position in UNH in Q3 2018 and held it in 27 quarters. The position peaked at $3.7M in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Spectrum Asset Management (California) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Spectrum Asset Management (California) sold 7,071 UnitedHealth shares in Q2 2025, an estimated $3.7M.
  • Spectrum Asset Management (California) first reported a position in UnitedHealth in Q3 2018 and held it in 27 quarters.
  • Spectrum Asset Management (California)'s UnitedHealth position peaked at $3.7M in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2025, filed 23 Jul 2025.