Tyler-Stone Wealth Management’s UnitedHealth UNH Stock Holding History

Tyler-Stone 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	$315K	Sell	1,010 -236	-19%	-$90.2K	0.05%	264
2025 Q1	$652K	Sell	1,246 -119	-9%	-$60.8K	0.12%	163
2024 Q4	$691K	Buy	1,365 +86	+7%	+$48.9K	0.12%	149
2024 Q3	$748K	Buy	1,279 +776	+154%	+$439K	0.14%	137
2024 Q2	$256K	Sell	503 -60	-11%	-$29.4K	0.11%	166
2024 Q1	$278K	Sell	563 -79	-12%	-$40.2K	0.12%	153
2023 Q4	$338K	Buy	642 +110	+21%	+$58.7K	0.17%	117
2023 Q3	$268K	Buy	532 +1	+0.2%	+$492	0.15%	128
2023 Q2	$255K	Buy	+531	New	+$260K	0.14%	134
2022 Q4	$277K	Hold	522	–	–	0.19%	119
2022 Q3	$263K	Buy	522 +31	+6%	+$16.3K	0.2%	114
2022 Q2	$252K	Sell	491 -159	-24%	-$79.8K	0.17%	125
2022 Q1	$332K	Sell	650 -8	-1%	-$3.86K	0.18%	116
2021 Q4	$330K	Buy	+658	New	+$298K	0.17%	115

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

Tyler-Stone Wealth Management's UNH Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its UnitedHealth (UNH) stake by 19% in Q2 2025, selling an estimated $90.2K and leaving 1,010 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #264.

Tyler-Stone Wealth Management first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $748K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Tyler-Stone Wealth Management held 1,010 shares of UnitedHealth worth $315K as of Q2 2025.
Tyler-Stone Wealth Management sold 236 UnitedHealth shares in Q2 2025, an estimated $90.2K.
UnitedHealth made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #264 holding.
Tyler-Stone Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's UnitedHealth position peaked at $748K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.