TFF
UNH icon

The Family Firm’s UnitedHealth UNH Stock Holding History

The Family Firm’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
-798
Closed -$418K – 190
2025
Q1 		$418K Buy
798
+3
+0.4% +$1.53K 0.09% 132
2024
Q4 		$402K Buy
795
+2
+0.3% +$1.14K 0.09% 136
2024
Q3 		$464K Buy
793
+98
+14% +$55.4K 0.1% 122
2024
Q2 		$354K Buy
695
+2
+0.3% +$980 0.08% 142
2024
Q1 		$343K Buy
693
+2
+0.3% +$1.02K 0.08% 145
2023
Q4 		$364K Buy
691
+17
+3% +$9.07K 0.09% 130
2023
Q3 		$340K Buy
674
+2
+0.3% +$984 0.1% 130
2023
Q2 		$323K Buy
672
+2
+0.3% +$978 0.09% 141
2023
Q1 		$316K Buy
670
+8
+1% +$3.86K 0.09% 137
2022
Q4 		$351K Buy
662
+36
+6% +$19.1K 0.1% 129
2022
Q3 		$316K Sell
626
-6
-0.9% -$3.15K 0.1% 133
2022
Q2 		$325K Buy
632
+2
+0.3% +$1K 0.1% 135
2022
Q1 		$321K Sell
630
-32
-5% -$15.4K 0.08% 139
2021
Q4 		$332K Buy
662
+2
+0.3% +$905 0.09% 133
2021
Q3 		$287K Buy
660
+61
+10% +$25.3K 0.08% 139
2021
Q2 		$240K Buy
599
+14
+2% +$5.58K 0.07% 157
2021
Q1 		$218K Buy
585
+2
+0.3% +$693 0.06% 160
2020
Q4 		$205K Buy
+583
New +$195K 0.06% 162
2019
Q1 		– Sell
-885
Closed -$220K – 142
2018
Q4 		$220K Buy
885
+27
+3% +$7.13K 0.09% 126
2018
Q3 		$228K Buy
858
+16
+2% +$4.16K 0.08% 125
2018
Q2 		$207K Buy
+842
New +$202K 0.08% 128
2018
Q1 		– Sell
-932
Closed -$205K – 138
2017
Q4 		$205K Buy
+932
New +$198K 0.08% 125

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

The Family Firm's UNH Position: Q2 2025 in Review

The Family Firm sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 798 shares — an estimated $418K sold.

The Family Firm first reported a position in UNH in Q4 2017 and held it in 22 quarters. The position peaked at $464K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • The Family Firm reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 798 UnitedHealth shares in Q2 2025, an estimated $418K.
  • The Family Firm first reported a position in UnitedHealth in Q4 2017 and held it in 22 quarters.
  • The Family Firm's UnitedHealth position peaked at $464K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.