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Strategic Financial Concepts’s UnitedHealth UNH Stock Holding History

Strategic Financial Concepts’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
-546
Closed -$286K – 362
2025
Q1 		$286K Sell
546
-48
-8% -$24.5K 0.05% 245
2024
Q4 		$300K Buy
594
+157
+36% +$89.2K 0.06% 240
2024
Q3 		$256K Sell
437
-231,582
-100% -$131M 0.08% 199
2024
Q2 		$80.1K Buy
232,019
+231,491
+43,843% +$113M 0.05% 202
2024
Q1 		$261K Buy
+528
New +$268K 0.06% 251
2023
Q4 		– Sell
-535
Closed -$270K – 257
2023
Q3 		$270K Buy
535
+88
+20% +$43.3K 0.09% 199
2023
Q2 		$215K Buy
+447
New +$219K 0.08% 218

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

Strategic Financial Concepts's UNH Position: Q2 2025 in Review

Strategic Financial Concepts sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 546 shares — an estimated $286K sold.

Strategic Financial Concepts first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $300K in Q4 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Strategic Financial Concepts reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 546 UnitedHealth shares in Q2 2025, an estimated $286K.
  • Strategic Financial Concepts first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • Strategic Financial Concepts's UnitedHealth position peaked at $300K in Q4 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.