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Trail Ridge Investment Advisors’s UnitedHealth UNH Stock Holding History

Trail Ridge Investment Advisors’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
-2,739
Closed -$1.43M – 106
2025
Q1 		$1.43M Sell
2,739
-216
-7% -$110K 0.74% 36
2024
Q4 		$1.49M Buy
2,955
+16
+0.5% +$9.09K 0.71% 39
2024
Q3 		$1.66M Sell
2,939
-69
-2% -$39K 0.79% 36
2024
Q2 		$1.53M Buy
3,008
+342
+13% +$168K 0.79% 35
2024
Q1 		$1.32M Sell
2,666
-184
-6% -$93.5K 0.75% 39
2023
Q4 		$1.5M Sell
2,850
-24
-0.8% -$12.8K 0.92% 33
2023
Q3 		$1.45M Buy
2,874
+19
+0.7% +$9.35K 0.99% 29
2023
Q2 		$1.37M Sell
2,855
-39
-1% -$19.1K 0.85% 40
2023
Q1 		$1.37M Sell
2,894
-268
-8% -$129K 0.89% 37
2022
Q4 		$1.68M Buy
3,162
+39
+1% +$20.7K 1.15% 27
2022
Q3 		$1.63M Buy
3,123
+37
+1% +$19.5K 1.08% 29
2022
Q2 		$1.58M Buy
3,086
+3
+0.1% +$1.51K 1.07% 25
2022
Q1 		$1.57M Buy
3,083
+60
+2% +$28.9K 0.97% 29
2021
Q4 		$1.52M Buy
+3,023
New +$1.37M 0.91% 35

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

Trail Ridge Investment Advisors's UNH Position: Q2 2025 in Review

Trail Ridge Investment Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,739 shares — an estimated $1.43M sold.

Trail Ridge Investment Advisors first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $1.68M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Trail Ridge Investment Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,739 UnitedHealth shares in Q2 2025, an estimated $1.43M.
  • Trail Ridge Investment Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Trail Ridge Investment Advisors's UnitedHealth position peaked at $1.68M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.