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Telos Capital Management’s UnitedHealth UNH Stock Holding History

Telos Capital 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
-14,769
Closed -$7.74M – 201
2025
Q1 		$7.74M Buy
14,769
+460
+3% +$235K 0.84% 39
2024
Q4 		$7.24M Buy
14,309
+102
+0.7% +$58K 0.77% 43
2024
Q3 		$8.31M Sell
14,207
-73
-0.5% -$41.3K 0.87% 36
2024
Q2 		$7.27M Sell
14,280
-275
-2% -$135K 0.81% 40
2024
Q1 		$7.2M Buy
14,555
+12,954
+809% +$6.59M 0.81% 39
2023
Q4 		$843K Buy
1,601
+265
+20% +$141K 0.1% 124
2023
Q3 		$674K Buy
1,336
+150
+13% +$73.8K 0.09% 123
2023
Q2 		$570K Buy
1,186
+187
+19% +$91.4K 0.08% 129
2023
Q1 		$472K Sell
999
-75
-7% -$36.2K 0.07% 131
2022
Q4 		$569K Sell
1,074
-71
-6% -$37.6K 0.08% 123
2022
Q3 		$578K Hold
1,145
– – 0.1% 120
2022
Q2 		$588K Hold
1,145
– – 0.09% 123
2022
Q1 		$584K Hold
1,145
– – 0.08% 128
2021
Q4 		$575K Sell
1,145
-30
-3% -$13.6K 0.07% 129
2021
Q3 		$459K Hold
1,175
– – 0.06% 135
2021
Q2 		$471K Hold
1,175
– – 0.06% 134
2021
Q1 		$437K Sell
1,175
-32
-3% -$11.1K 0.06% 137
2020
Q4 		$423K Sell
1,207
-105
-8% -$35.2K 0.06% 133
2020
Q3 		$409K Sell
1,312
-100
-7% -$30.7K 0.07% 133
2020
Q2 		$416K Hold
1,412
– – 0.08% 135
2020
Q1 		$352K Sell
1,412
-10
-0.7% -$2.75K 0.09% 133
2019
Q4 		$418K Sell
1,422
-125
-8% -$32.7K 0.1% 135
2019
Q3 		$336K Sell
1,547
-175
-10% -$42.2K 0.09% 136
2019
Q2 		$420K Buy
1,722
+75
+5% +$18K 0.12% 118
2019
Q1 		$407K Sell
1,647
-240
-13% -$61.2K 0.13% 116
2018
Q4 		$470K Sell
1,887
-3
-0.2% -$792 0.17% 102
2018
Q3 		$503K Hold
1,890
– – 0.16% 110
2018
Q2 		$464K Buy
1,890
+720
+62% +$173K 0.16% 107
2018
Q1 		$250K Sell
1,170
-100
-8% -$22.8K 0.09% 132
2017
Q4 		$280K Buy
+1,270
New +$269K 0.1% 130

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

Telos Capital Management's UNH Position: Q2 2025 in Review

Telos Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 14,769 shares — an estimated $7.74M sold.

Telos Capital Management first reported a position in UNH in Q4 2017 and held it in 30 quarters. The position peaked at $8.31M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Telos Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Telos Capital Management sold 14,769 UnitedHealth shares in Q2 2025, an estimated $7.74M.
  • Telos Capital Management first reported a position in UnitedHealth in Q4 2017 and held it in 30 quarters.
  • Telos Capital Management's UnitedHealth position peaked at $8.31M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Telos Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.