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StrongBox Wealth’s UnitedHealth UNH Stock Holding History

StrongBox Wealth’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
-929
Closed -$487K – 87
2025
Q1 		$487K Sell
929
-37
-4% -$18.9K 0.2% 67
2024
Q4 		$489K Sell
966
-180
-16% -$102K 0.21% 63
2024
Q3 		$670K Sell
1,146
-1,266
-52% -$716K 0.29% 55
2024
Q2 		$1.23M Sell
2,412
-1,384
-36% -$678K 0.58% 41
2024
Q1 		$1.88M Sell
3,796
-514
-12% -$261K 0.99% 34
2023
Q4 		$2.27M Sell
4,310
-134
-3% -$71.5K 1.32% 28
2023
Q3 		$2.24M Buy
4,444
+228
+5% +$112K 1.43% 27
2023
Q2 		$2.03M Buy
4,216
+1,428
+51% +$698K 1.28% 30
2023
Q1 		$1.32M Buy
2,788
+759
+37% +$366K 0.88% 40
2022
Q4 		$1.08M Buy
2,029
+668
+49% +$354K 0.76% 45
2022
Q3 		$687K Buy
1,361
+185
+16% +$97.3K 0.5% 50
2022
Q2 		$604K Buy
1,176
+538
+84% +$270K 0.39% 57
2022
Q1 		$325K Buy
638
+4
+0.6% +$1.93K 0.19% 73
2021
Q4 		$318K Buy
634
+3
+0.5% +$1.36K 0.16% 86
2021
Q3 		$247K Buy
631
+28
+5% +$11.6K 0.14% 91
2021
Q2 		$241K Buy
603
+15
+3% +$5.98K 0.14% 94
2021
Q1 		$219K Buy
+588
New +$204K 0.14% 91

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

StrongBox Wealth's UNH Position: Q2 2025 in Review

StrongBox Wealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 929 shares — an estimated $487K sold.

StrongBox Wealth first reported a position in UNH in Q1 2021 and held it in 17 quarters. The position peaked at $2.27M in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • StrongBox Wealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • StrongBox Wealth sold 929 UnitedHealth shares in Q2 2025, an estimated $487K.
  • StrongBox Wealth first reported a position in UnitedHealth in Q1 2021 and held it in 17 quarters.
  • StrongBox Wealth's UnitedHealth position peaked at $2.27M in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on StrongBox Wealth's 13F filing for Q2 2025, filed 9 Jul 2025.