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Talon Private Wealth’s UnitedHealth UNH Stock Holding History

Talon Private 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 		$82.7K Sell
265
-179
-40% -$68.4K 0.01% 184
2025
Q1 		$228K Sell
444
-933
-68% -$477K 0.03% 169
2024
Q4 		$697K Buy
1,377
+1,210
+725% +$688K 0.15% 67
2024
Q3 		$97.6K Buy
+167
New +$94.5K 0.02% 93

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

Talon Private Wealth's UNH Position: Q2 2025 in Review

Talon Private Wealth reduced its UnitedHealth (UNH) stake by 40% in Q2 2025, selling an estimated $68.4K and leaving 265 shares worth $82.7K. The position accounts for 0.01% of the portfolio, ranked #184.

Talon Private Wealth first reported a position in UNH in Q3 2024 and has held it in 4 quarters since. The position peaked at $697K in Q4 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Talon Private Wealth held 265 shares of UnitedHealth worth $82.7K as of Q2 2025.
  • Talon Private Wealth sold 179 UnitedHealth shares in Q2 2025, an estimated $68.4K.
  • UnitedHealth made up 0.01% of Talon Private Wealth's portfolio in Q2 2025, its #184 holding.
  • Talon Private Wealth first reported a position in UnitedHealth in Q3 2024 and has held it in 4 quarters since.
  • Talon Private Wealth's UnitedHealth position peaked at $697K in Q4 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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