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Veery Capital’s UnitedHealth UNH Stock Holding History

Veery Capital’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
-387
Closed -$203K – 97
2025
Q1 		$203K Sell
387
-442
-53% -$226K 0.08% 89
2024
Q4 		$419K Buy
829
+10
+1% +$5.68K 0.16% 50
2024
Q3 		$479K Hold
819
– – 0.18% 51
2024
Q2 		$417K Buy
819
+27
+3% +$13.2K 0.17% 58
2024
Q1 		$392K Sell
792
-20
-2% -$10.2K 0.16% 65
2023
Q4 		$427K Buy
812
+20
+3% +$10.7K 0.19% 57
2023
Q3 		$399K Buy
792
+2
+0.3% +$984 0.19% 58
2023
Q2 		$380K Buy
790
+44
+6% +$21.5K 0.18% 58
2023
Q1 		$353K Sell
746
-90
-11% -$43.4K 0.19% 53
2022
Q4 		$443K Sell
836
-43
-5% -$22.8K 0.26% 42
2022
Q3 		$444K Buy
879
+1
+0.1% +$526 0.28% 38
2022
Q2 		$451K Sell
878
-39
-4% -$19.6K 0.28% 41
2022
Q1 		$468K Buy
917
+3
+0.3% +$1.45K 0.26% 44
2021
Q4 		$459K Sell
914
-16
-2% -$7.24K 0.24% 49
2021
Q3 		$363K Buy
930
+55
+6% +$22.8K 0.21% 54
2021
Q2 		$350K Sell
875
-10
-1% -$3.99K 0.2% 54
2021
Q1 		$329K Sell
885
-27
-3% -$9.36K 0.21% 51
2020
Q4 		$320K Buy
+912
New +$306K 0.22% 53

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

Veery Capital's UNH Position: Q2 2025 in Review

Veery Capital sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 387 shares — an estimated $203K sold.

Veery Capital first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $479K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Veery Capital reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Veery Capital sold 387 UnitedHealth shares in Q2 2025, an estimated $203K.
  • Veery Capital first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Veery Capital's UnitedHealth position peaked at $479K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Veery Capital's 13F filing for Q2 2025, filed 7 Jul 2025.