Tuttle Capital Management’s UnitedHealth UNH Stock Holding History

Tuttle Capital 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	-1,060	Closed	-$555K	–	60
2025 Q1	$555K	Buy	1,060 +431	+69%	+$220K	2.44%	11
2024 Q4	$318K	Buy	629 +160	+34%	+$90.9K	1.64%	40
2024 Q3	$274K	Buy	469 +60	+15%	+$33.9K	1.49%	47
2024 Q2	$203K	Buy	+409	New	+$200K	1.22%	45
2020 Q4	–	Sell	-1,476	Closed	-$460K	–	255
2020 Q3	$460K	Buy	+1,476	New	+$453K	0.32%	76
2020 Q1	–	Sell	-6,600	Closed	-$1.94M	–	127
2019 Q4	$1.94M	Buy	+6,600	New	+$1.73M	0.74%	19
2018 Q4	–	Sell	-1,666	Closed	-$442K	–	153
2018 Q3	$442K	Sell	1,666 -1,377	-45%	-$358K	0.08%	123
2018 Q2	$746K	Buy	+3,043	New	+$731K	0.5%	60
2017 Q2	–	Sell	-2,572	Closed	-$421K	–	91
2017 Q1	$421K	Buy	+2,572	New	+$421K	0.51%	27

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tuttle Capital Management's UNH Position: Q2 2025 in Review

Tuttle Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,060 shares — an estimated $555K sold.

Tuttle Capital Management first reported a position in UNH in Q1 2017 and held it in 9 quarters. The position peaked at $1.94M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Tuttle Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Tuttle Capital Management sold 1,060 UnitedHealth shares in Q2 2025, an estimated $555K.
Tuttle Capital Management first reported a position in UnitedHealth in Q1 2017 and held it in 9 quarters.
Tuttle Capital Management's UnitedHealth position peaked at $1.94M in Q4 2019.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tuttle Capital Management's 13F filing for Q2 2025, filed 28 Jul 2025.