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Sutton Place Investors’s UnitedHealth UNH Stock Holding History

Sutton Place Investors’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
-956
Closed -$501K – 122
2025
Q1 		$501K Buy
956
+17
+2% +$8.69K 0.34% 64
2024
Q4 		$475K Buy
939
+46
+5% +$26.1K 0.28% 79
2024
Q3 		$522K Buy
893
+87
+11% +$49.2K 0.32% 69
2024
Q2 		$410K Sell
806
-1,382
-63% -$677K 0.27% 78
2024
Q1 		$1.08M Buy
2,188
+168
+8% +$85.4K 0.54% 55
2023
Q4 		$1.06M Buy
2,020
+1,487
+279% +$793K 0.77% 39
2023
Q3 		$269K Buy
+533
New +$262K 0.35% 58
2023
Q2 		– Sell
-521
Closed -$246K – 72
2023
Q1 		$246K Sell
521
-38
-7% -$18.3K 0.33% 52
2022
Q4 		$296K Sell
559
-10
-2% -$5.3K 0.42% 45
2022
Q3 		$287K Buy
569
+22
+4% +$11.6K 0.44% 45
2022
Q2 		$281K Buy
547
+2
+0.4% +$1K 0.41% 48
2022
Q1 		$284K Buy
545
+87
+19% +$42K 0.34% 55
2021
Q4 		$230K Buy
+458
New +$207K 0.26% 71

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

Sutton Place Investors's UNH Position: Q2 2025 in Review

Sutton Place Investors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 956 shares — an estimated $501K sold.

Sutton Place Investors first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $1.08M in Q1 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Sutton Place Investors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Sutton Place Investors sold 956 UnitedHealth shares in Q2 2025, an estimated $501K.
  • Sutton Place Investors first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
  • Sutton Place Investors's UnitedHealth position peaked at $1.08M in Q1 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Sutton Place Investors's 13F filing for Q2 2025, filed 22 Jul 2025.