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TFG Advisers’s UnitedHealth UNH Stock Holding History

TFG Advisers’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 		$2.33M Sell
7,461
-277
-4% -$106K 0.8% 31
2025
Q1 		$4.05M Sell
7,738
-225
-3% -$115K 1.47% 11
2024
Q4 		$4.03M Sell
7,963
-28
-0.4% -$15.9K 1.45% 11
2024
Q3 		$4.67M Sell
7,991
-61
-0.8% -$34.5K 1.68% 9
2024
Q2 		$4.1M Sell
8,052
-394
-5% -$193K 1.59% 10
2024
Q1 		$4.18M Sell
8,446
-60
-0.7% -$30.5K 1.64% 9
2023
Q4 		$4.48M Sell
8,506
-85
-1% -$45.3K 1.88% 7
2023
Q3 		$4.33M Buy
8,591
+241
+3% +$119K 2.04% 7
2023
Q2 		$4.01M Buy
8,350
+234
+3% +$114K 1.82% 7
2023
Q1 		$3.84M Buy
8,116
+337
+4% +$163K 1.85% 6
2022
Q4 		$4.12M Buy
7,779
+328
+4% +$174K 2.12% 5
2022
Q3 		$3.76M Buy
7,451
+257
+4% +$135K 2.1% 6
2022
Q2 		$3.69M Buy
7,194
+105
+1% +$52.7K 1.97% 8
2022
Q1 		$3.62M Buy
7,089
+60
+0.9% +$28.9K 1.66% 10
2021
Q4 		$3.53M Buy
7,029
+80
+1% +$36.2K 1.54% 11
2021
Q3 		$2.71M Buy
6,949
+28
+0.4% +$11.6K 1.32% 14
2021
Q2 		$2.77M Buy
6,921
+14
+0.2% +$5.58K 1.34% 12
2021
Q1 		$2.57M Buy
6,907
+275
+4% +$95.3K 1.33% 15
2020
Q4 		$2.33M Sell
6,632
-55
-0.8% -$18.4K 1.22% 16
2020
Q3 		$2.08M Buy
6,687
+77
+1% +$23.7K 1.2% 17
2020
Q2 		$1.95M Buy
6,610
+253
+4% +$72.5K 1.27% 21
2020
Q1 		$1.58M Buy
6,357
+30
+0.5% +$8.26K 1.26% 25
2019
Q4 		$1.86M Buy
6,327
+157
+3% +$41.1K 1.05% 26
2019
Q3 		$1.34M Buy
6,170
+232
+4% +$56K 0.89% 35
2019
Q2 		$1.45M Buy
5,938
+455
+8% +$109K 0.99% 33
2019
Q1 		$1.35M Buy
5,483
+133
+2% +$33.9K 0.98% 32
2018
Q4 		$1.33M Buy
+5,350
New +$1.41M 1.12% 27

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

TFG Advisers's UNH Position: Q2 2025 in Review

TFG Advisers reduced its UnitedHealth (UNH) stake by 3.6% in Q2 2025, selling an estimated $106K and leaving 7,461 shares worth $2.33M. The position accounts for 0.8% of the portfolio, ranked #31.

TFG Advisers first reported a position in UNH in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.67M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • TFG Advisers held 7,461 shares of UnitedHealth worth $2.33M as of Q2 2025.
  • TFG Advisers sold 277 UnitedHealth shares in Q2 2025, an estimated $106K.
  • UnitedHealth made up 0.8% of TFG Advisers's portfolio in Q2 2025, its #31 holding.
  • TFG Advisers first reported a position in UnitedHealth in Q4 2018 and has held it in 27 quarters since.
  • TFG Advisers's UnitedHealth position peaked at $4.67M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.