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Townsend Asset Management’s UnitedHealth UNH Stock Holding History

Townsend Asset 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
-923
Closed -$484K – 186
2025
Q1 		$484K Sell
923
-435
-32% -$222K 0.19% 83
2024
Q4 		$687K Sell
1,358
-15
-1% -$8.52K 0.25% 69
2024
Q3 		$803K Buy
1,373
+3
+0.2% +$1.7K 0.3% 67
2024
Q2 		$698K Sell
1,370
-1,007
-42% -$494K 0.27% 69
2024
Q1 		$1.18M Buy
2,377
+137
+6% +$69.6K 0.47% 52
2023
Q4 		$1.18M Sell
2,240
-362
-14% -$193K 0.54% 45
2023
Q3 		$1.31M Sell
2,602
-41
-2% -$20.2K 0.66% 40
2023
Q2 		$1.27M Buy
2,643
+182
+7% +$89K 0.61% 42
2023
Q1 		$1.16M Sell
2,461
-6
-0.2% -$2.9K 0.6% 43
2022
Q4 		$1.31M Sell
2,467
-104
-4% -$55.1K 0.66% 44
2022
Q3 		$1.3M Buy
2,571
+6
+0.2% +$3.15K 0.73% 41
2022
Q2 		$1.32M Buy
2,565
+7
+0.3% +$3.52K 0.68% 43
2022
Q1 		$1.3M Sell
2,558
-36
-1% -$17.4K 0.64% 42
2021
Q4 		$1.3M Sell
2,594
-1
-0% -$453 0.62% 44
2021
Q3 		$1.01M Buy
2,595
+317
+14% +$131K 0.54% 46
2021
Q2 		$912K Buy
2,278
+6
+0.3% +$2.39K 0.51% 48
2021
Q1 		$845K Sell
2,272
-8
-0.4% -$2.77K 0.52% 48
2020
Q4 		$799K Sell
2,280
-48
-2% -$16.1K 0.53% 48
2020
Q3 		$726K Sell
2,328
-114
-5% -$35K 0.59% 48
2020
Q2 		$720K Sell
2,442
-8
-0.3% -$2.29K 0.58% 48
2020
Q1 		$611K Buy
2,450
+10
+0.4% +$2.75K 0.63% 48
2019
Q4 		$717K Buy
+2,440
New +$638K 0.58% 48

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

Townsend Asset Management's UNH Position: Q2 2025 in Review

Townsend Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 923 shares — an estimated $484K sold.

Townsend Asset Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $1.32M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Townsend Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Townsend Asset Management sold 923 UnitedHealth shares in Q2 2025, an estimated $484K.
  • Townsend Asset Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Townsend Asset Management's UnitedHealth position peaked at $1.32M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Townsend Asset Management's 13F filing for Q2 2025, filed 16 Jul 2025.