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Verde Capital Management’s UnitedHealth UNH Stock Holding History

Verde 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
-481
Closed -$252K – 69
2025
Q1 		$252K Sell
481
-48
-9% -$24.5K 0.07% 60
2024
Q4 		$268K Sell
529
-165
-24% -$93.8K 0.08% 56
2024
Q3 		$406K Sell
694
-110
-14% -$62.2K 0.12% 48
2024
Q2 		$410K Buy
804
+142
+21% +$69.6K 0.13% 41
2024
Q1 		$328K Buy
+662
New +$337K 0.11% 36
2023
Q4 		– Sell
-486
Closed -$245K – 46
2023
Q3 		$245K Buy
486
+67
+16% +$33K 0.1% 39
2023
Q2 		$201K Buy
+419
New +$205K 0.08% 42

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

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

Verde Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 481 shares — an estimated $252K sold.

Verde Capital Management first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $410K in Q2 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Verde Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Verde Capital Management sold 481 UnitedHealth shares in Q2 2025, an estimated $252K.
  • Verde Capital Management first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • Verde Capital Management's UnitedHealth position peaked at $410K in Q2 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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