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Stewardship Advisors’s UnitedHealth UNH Stock Holding History

Stewardship Advisors’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
-663
Closed -$347K – 160
2025
Q1 		$347K Buy
663
+26
+4% +$13.3K 0.09% 102
2024
Q4 		$322K Buy
637
+122
+24% +$69.3K 0.09% 119
2024
Q3 		$301K Buy
+515
New +$291K 0.09% 103

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

Stewardship Advisors's UNH Position: Q2 2025 in Review

Stewardship Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 663 shares — an estimated $347K sold.

Stewardship Advisors first reported a position in UNH in Q3 2024 and held it in 3 quarters. The position peaked at $347K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Stewardship Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Stewardship Advisors sold 663 UnitedHealth shares in Q2 2025, an estimated $347K.
  • Stewardship Advisors first reported a position in UnitedHealth in Q3 2024 and held it in 3 quarters.
  • Stewardship Advisors's UnitedHealth position peaked at $347K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Stewardship Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.