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Tower View Wealth Management’s UnitedHealth UNH Stock Holding History

Tower View Wealth 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
-16
Closed -$8.26K – 205
2025
Q1 		$8.26K Sell
16
-5
-24% -$2.56K ﹤0.01% 134
2024
Q4 		$10.5K Sell
21
-623
-97% -$354K 0.01% 124
2024
Q3 		$377K Sell
644
-8,719
-93% -$4.93M 0.21% 50
2024
Q2 		$4.77M Sell
9,363
-113
-1% -$55.4K 2.74% 14
2024
Q1 		$4.69M Sell
9,476
-40
-0.4% -$20.3K 2.74% 12
2023
Q4 		$5.01M Sell
9,516
-44
-0.5% -$23.5K 3.11% 5
2023
Q3 		$4.82M Sell
9,560
-3
-0% -$1.48K 3.39% 4
2023
Q2 		$4.6M Sell
9,563
-686
-7% -$335K 3.12% 7
2023
Q1 		$4.84M Sell
10,249
-5
-0% -$2.41K 3.26% 6
2022
Q4 		$5.44M Sell
10,254
-103
-1% -$54.6K 3.78% 4
2022
Q3 		$5.23M Sell
10,357
-55
-0.5% -$28.9K 3.98% 2
2022
Q2 		$5.35M Sell
10,412
-338
-3% -$170K 3.93% 1
2022
Q1 		$5.48M Buy
10,750
+29
+0.3% +$14K 2.95% 5
2021
Q4 		$5.38M Buy
10,721
+153
+1% +$69.3K 2.74% 7
2021
Q3 		$4.13M Buy
10,568
+363
+4% +$150K 2.29% 17
2021
Q2 		$4.09M Sell
10,205
-71
-0.7% -$28.3K 2.07% 19
2021
Q1 		$3.82M Buy
10,276
+376
+4% +$130K 2.09% 18
2020
Q4 		$3.47M Buy
9,900
+294
+3% +$98.5K 1.97% 22
2020
Q3 		$3M Buy
9,606
+121
+1% +$37.2K 1.95% 22
2020
Q2 		$2.8M Buy
9,485
+439
+5% +$126K 2.05% 20
2020
Q1 		$2.26M Buy
9,046
+88
+1% +$24.2K 2.04% 22
2019
Q4 		$2.63M Sell
8,958
-203
-2% -$53.1K 2% 21
2019
Q3 		$1.99M Buy
9,161
+292
+3% +$70.5K 1.64% 30
2019
Q2 		$2.16M Buy
8,869
+490
+6% +$118K 1.85% 25
2019
Q1 		$2.07M Buy
8,379
+399
+5% +$102K 1.84% 28
2018
Q4 		$1.99M Buy
7,980
+174
+2% +$46K 2.05% 24
2018
Q3 		$2.08M Buy
7,806
+588
+8% +$153K 1.82% 20
2018
Q2 		$1.77M Buy
+7,218
New +$1.73M 1.67% 25

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

Tower View Wealth Management's UNH Position: Q2 2025 in Review

Tower View Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 16 shares — an estimated $8.26K sold.

Tower View Wealth Management first reported a position in UNH in Q2 2018 and held it in 28 quarters. The position peaked at $5.48M in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Tower View Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Tower View Wealth Management sold 16 UnitedHealth shares in Q2 2025, an estimated $8.26K.
  • Tower View Wealth Management first reported a position in UnitedHealth in Q2 2018 and held it in 28 quarters.
  • Tower View Wealth Management's UnitedHealth position peaked at $5.48M in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tower View Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.