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TFB Advisors’s UnitedHealth UNH Stock Holding History

TFB 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
-1,272
Closed -$666K – 346
2025
Q1 		$666K Buy
1,272
+33
+3% +$16.9K 0.19% 130
2024
Q4 		$627K Buy
1,239
+18
+1% +$10.2K 0.18% 123
2024
Q3 		$714K Buy
1,221
+99
+9% +$56K 0.21% 112
2024
Q2 		$571K Buy
1,122
+140
+14% +$68.6K 0.19% 117
2024
Q1 		$475K Buy
982
+365
+59% +$186K 0.17% 135
2023
Q4 		$325K Sell
617
-450
-42% -$240K 0.17% 118
2023
Q3 		$538K Buy
1,067
+147
+16% +$72.3K 0.65% 45
2023
Q2 		$442K Buy
920
+29
+3% +$14.2K 0.19% 121
2023
Q1 		$421K Buy
891
+25
+3% +$12.1K 0.32% 61
2022
Q4 		$459K Buy
+866
New +$459K 0.38% 53

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

TFB Advisors's UNH Position: Q2 2025 in Review

TFB Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,272 shares — an estimated $666K sold.

TFB Advisors first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $714K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • TFB Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • TFB Advisors sold 1,272 UnitedHealth shares in Q2 2025, an estimated $666K.
  • TFB Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • TFB Advisors's UnitedHealth position peaked at $714K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on TFB Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.