Sterling Group Wealth Management’s UnitedHealth UNH Stock Holding History

Sterling Group Wealth 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	-604	Closed	-$316K	–	60
2025 Q1	$316K	Hold	604	–	–	0.17%	43
2024 Q4	$306K	Hold	604	–	–	0.16%	45
2024 Q3	$353K	Hold	604	–	–	0.19%	39
2024 Q2	$308K	Buy	+604	New	+$296K	0.18%	40
2024 Q1	–	Sell	-854	Closed	-$450K	–	42
2023 Q4	$450K	Sell	854 -9	-1%	-$4.8K	0.35%	29
2023 Q3	$435K	Hold	863	–	–	0.41%	28
2023 Q2	$415K	Hold	863	–	–	0.36%	27
2023 Q1	$408K	Buy	863 +119	+16%	+$57.4K	0.38%	29
2022 Q4	$394K	Buy	+744	New	+$394K	0.39%	29

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sterling Group Wealth Management's UNH Position: Q2 2025 in Review

Sterling Group Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 604 shares — an estimated $316K sold.

Sterling Group Wealth Management first reported a position in UNH in Q4 2022 and held it in 9 quarters. The position peaked at $450K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Sterling Group Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Sterling Group Wealth Management sold 604 UnitedHealth shares in Q2 2025, an estimated $316K.
Sterling Group Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 9 quarters.
Sterling Group Wealth Management's UnitedHealth position peaked at $450K in Q4 2023.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Sterling Group Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.