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Vance Wealth’s UnitedHealth UNH Stock Holding History

Vance Wealth’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
-429
Closed -$225K – 120
2025
Q1 		$225K Buy
429
+31
+8% +$15.8K 0.08% 95
2024
Q4 		$201K Buy
398
+17
+4% +$9.66K 0.08% 98
2024
Q3 		$223K Buy
+381
New +$215K 0.08% 90

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

Vance Wealth's UNH Position: Q2 2025 in Review

Vance Wealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 429 shares — an estimated $225K sold.

Vance Wealth first reported a position in UNH in Q3 2024 and held it in 3 quarters. The position peaked at $225K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Vance Wealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Vance Wealth sold 429 UnitedHealth shares in Q2 2025, an estimated $225K.
  • Vance Wealth first reported a position in UnitedHealth in Q3 2024 and held it in 3 quarters.
  • Vance Wealth's UnitedHealth position peaked at $225K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vance Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.