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Tower Wealth Partners’s UnitedHealth UNH Stock Holding History

Tower Wealth Partners’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
-966
Closed -$506K – 92
2025
Q1 		$506K Sell
966
-133
-12% -$68K 0.27% 37
2024
Q4 		$556K Buy
1,099
+62
+6% +$35.2K 0.29% 31
2024
Q3 		$606K Sell
1,037
-10
-1% -$5.66K 0.35% 28
2024
Q2 		$533K Sell
1,047
-3
-0.3% -$1.47K 0.33% 29
2024
Q1 		$519K Buy
1,050
+75
+8% +$38.1K 0.34% 33
2023
Q4 		$513K Sell
975
-4
-0.4% -$2.13K 0.36% 32
2023
Q3 		$494K Buy
979
+14
+1% +$6.89K 0.41% 32
2023
Q2 		$464K Sell
965
-7
-0.7% -$3.42K 0.37% 33
2023
Q1 		$459K Sell
972
-234
-19% -$113K 0.38% 32
2022
Q4 		$639K Sell
1,206
-32
-3% -$17K 0.56% 22
2022
Q3 		$687K Sell
1,238
-13
-1% -$6.84K 0.65% 20
2022
Q2 		$643K Sell
1,251
-40
-3% -$20.1K 0.85% 17
2022
Q1 		$658K Sell
1,291
-47
-4% -$22.7K 0.71% 19
2021
Q4 		$672K Sell
1,338
-24
-2% -$10.9K 0.68% 18
2021
Q3 		$532K Buy
1,362
+105
+8% +$43.5K 0.56% 22
2021
Q2 		$503K Buy
1,257
+37
+3% +$14.8K 0.55% 26
2021
Q1 		$454K Buy
1,220
+245
+25% +$84.9K 0.59% 29
2020
Q4 		$342K Buy
+975
New +$327K 0.39% 28

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 Wealth Partners's UNH Position: Q2 2025 in Review

Tower Wealth Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 966 shares — an estimated $506K sold.

Tower Wealth Partners first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $687K in Q3 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Tower Wealth Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Tower Wealth Partners sold 966 UnitedHealth shares in Q2 2025, an estimated $506K.
  • Tower Wealth Partners first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Tower Wealth Partners's UnitedHealth position peaked at $687K in Q3 2022.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tower Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.