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Tectonic Advisors’s UnitedHealth UNH Stock Holding History

Tectonic 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
-735
Closed -$385K – 333
2025
Q1 		$385K Buy
735
+3
+0.4% +$1.53K 0.02% 278
2024
Q4 		$370K Sell
732
-427
-37% -$243K 0.02% 284
2024
Q3 		$678K Buy
1,159
+4
+0.3% +$2.26K 0.04% 199
2024
Q2 		$588K Buy
1,155
+5
+0.4% +$2.45K 0.04% 206
2024
Q1 		$569K Buy
1,150
+4
+0.3% +$2.03K 0.04% 207
2023
Q4 		$603K Buy
1,146
+4
+0.4% +$2.13K 0.05% 191
2023
Q3 		$576K Sell
1,142
-10
-0.9% -$4.92K 0.05% 186
2023
Q2 		$554K Buy
1,152
+4
+0.3% +$1.96K 0.07% 185
2023
Q1 		$542K Sell
1,148
-41
-3% -$19.8K 0.07% 174
2022
Q4 		$630K Sell
1,189
-6
-0.5% -$3.18K 0.1% 140
2022
Q3 		$604K Hold
1,195
– – 0.11% 122
2022
Q2 		$613K Sell
1,195
-307
-20% -$154K 0.11% 120
2022
Q1 		$766K Sell
1,502
-6
-0.4% -$2.89K 0.13% 111
2021
Q4 		$757K Sell
1,508
-566
-27% -$256K 0.14% 107
2021
Q3 		$810K Buy
2,074
+51
+3% +$21.1K 0.16% 85
2021
Q2 		$810K Sell
2,023
-174
-8% -$69.4K 0.17% 80
2021
Q1 		$817K Sell
2,197
-134
-6% -$46.4K 0.2% 76
2020
Q4 		$818K Buy
+2,331
New +$781K 0.22% 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

Tectonic Advisors's UNH Position: Q2 2025 in Review

Tectonic Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 735 shares — an estimated $385K sold.

Tectonic Advisors first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $818K in Q4 2020. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Tectonic Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Tectonic Advisors sold 735 UnitedHealth shares in Q2 2025, an estimated $385K.
  • Tectonic Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Tectonic Advisors's UnitedHealth position peaked at $818K in Q4 2020.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tectonic Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.