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Tanager Wealth Management’s UnitedHealth UNH Stock Holding History

Tanager Wealth Management’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
-428
Closed -$224K – 132
2025
Q1 		$224K Buy
+428
New +$219K 0.03% 110
2024
Q4 		– Sell
-417
Closed -$244K – 125
2024
Q3 		$244K Buy
+417
New +$236K 0.03% 93
2023
Q1 		– Sell
-577
Closed -$306K – 87
2022
Q4 		$306K Buy
+577
New +$306K 0.08% 57

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tanager Wealth Management's UNH Position: Q2 2025 in Review

Tanager Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 428 shares — an estimated $224K sold.

Tanager Wealth Management first reported a position in UNH in Q4 2022 and held it in 3 quarters. The position peaked at $306K in Q4 2022. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Tanager Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Tanager Wealth Management sold 428 UnitedHealth shares in Q2 2025, an estimated $224K.
  • Tanager Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 3 quarters.
  • Tanager Wealth Management's UnitedHealth position peaked at $306K in Q4 2022.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tanager Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.