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Stack Financial Management’s UnitedHealth UNH Stock Holding History

Stack Financial Management’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
-50,928
Closed -$26.7M – 55
2025
Q1 		$26.7M Sell
50,928
-278
-0.5% -$142K 2.22% 15
2024
Q4 		$25.9M Sell
51,206
-230
-0.4% -$131K 2.37% 12
2024
Q3 		$30.1M Buy
51,436
+150
+0.3% +$84.8K 2.7% 10
2024
Q2 		$26.1M Buy
51,286
+143
+0.3% +$70.1K 2.42% 12
2024
Q1 		$25.3M Buy
51,143
+133
+0.3% +$67.6K 2.32% 15
2023
Q4 		$26.9M Sell
51,010
-1,029
-2% -$549K 3.03% 9
2023
Q3 		$26.2M Buy
52,039
+283
+0.5% +$139K 3.06% 8
2023
Q2 		$24.9M Buy
51,756
+116
+0.2% +$56.7K 2.78% 11
2023
Q1 		$24.4M Buy
51,640
+1,255
+2% +$606K 2.97% 10
2022
Q4 		$26.7M Buy
50,385
+566
+1% +$300K 2.69% 10
2022
Q3 		$25.2M Buy
49,819
+19
+0% +$9.99K 2.64% 10
2022
Q2 		$25.6M Sell
49,800
-374
-0.7% -$188K 2.54% 11
2022
Q1 		$25.6M Buy
50,174
+238
+0.5% +$115K 2.06% 14
2021
Q4 		$25.1M Sell
49,936
-285
-0.6% -$129K 2.16% 14
2021
Q3 		$19.6M Sell
50,221
-422
-0.8% -$175K 1.87% 23
2021
Q2 		$20.3M Buy
50,643
+219
+0.4% +$87.3K 1.74% 23
2021
Q1 		$18.8M Buy
50,424
+110
+0.2% +$38.1K 1.58% 26
2020
Q4 		$17.6M Buy
50,314
+98
+0.2% +$32.8K 1.56% 28
2020
Q3 		$15.7M Buy
50,216
+680
+1% +$209K 1.57% 31
2020
Q2 		$14.6M Buy
49,536
+239
+0.5% +$68.5K 1.66% 29
2020
Q1 		$12.3M Buy
+49,297
New +$13.6M 1.93% 25

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

Stack Financial Management's UNH Position: Q2 2025 in Review

Stack Financial Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 50,928 shares — an estimated $26.7M sold.

Stack Financial Management first reported a position in UNH in Q1 2020 and held it in 21 quarters. The position peaked at $30.1M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Stack Financial Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Stack Financial Management sold 50,928 UnitedHealth shares in Q2 2025, an estimated $26.7M.
  • Stack Financial Management first reported a position in UnitedHealth in Q1 2020 and held it in 21 quarters.
  • Stack Financial Management's UnitedHealth position peaked at $30.1M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Stack Financial Management's 13F filing for Q2 2025, filed 25 Jul 2025.