TWA
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Talisman Wealth Advisors’s UnitedHealth UNH Stock Holding History

Talisman Wealth 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
-555
Closed -$291K – 114
2025
Q1 		$291K Sell
555
-109
-16% -$55.7K 0.3% 78
2024
Q4 		$336K Sell
664
-8
-1% -$4.54K 0.36% 68
2024
Q3 		$391K Hold
672
– – 0.41% 61
2024
Q2 		$342K Buy
672
+74
+12% +$36.3K 0.4% 64
2024
Q1 		$296K Hold
598
– – 0.37% 70
2023
Q4 		$315K Buy
598
+10
+2% +$5.33K 0.47% 62
2023
Q3 		$296K Buy
588
+21
+4% +$10.3K 0.51% 62
2023
Q2 		$272K Buy
567
+54
+11% +$26.4K 0.46% 67
2023
Q1 		$243K Buy
+513
New +$248K 0.44% 74

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

Talisman Wealth Advisors's UNH Position: Q2 2025 in Review

Talisman Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 555 shares — an estimated $291K sold.

Talisman Wealth Advisors first reported a position in UNH in Q1 2023 and held it in 9 quarters. The position peaked at $391K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Talisman Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Talisman Wealth Advisors sold 555 UnitedHealth shares in Q2 2025, an estimated $291K.
  • Talisman Wealth Advisors first reported a position in UnitedHealth in Q1 2023 and held it in 9 quarters.
  • Talisman Wealth Advisors's UnitedHealth position peaked at $391K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Talisman Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.