VPP
UNH icon

Vertex Planning Partners’s UnitedHealth UNH Stock Holding History

Vertex Planning Partners’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
-447
Closed -$234K – 195
2025
Q1 		$234K Buy
+447
New +$229K 0.05% 167
2023
Q1 		– Sell
-1,086
Closed -$576K – 148
2022
Q4 		$576K Buy
+1,086
New +$575K 0.22% 62

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

Vertex Planning Partners's UNH Position: Q2 2025 in Review

Vertex Planning Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 447 shares — an estimated $234K sold.

Vertex Planning Partners first reported a position in UNH in Q4 2022 and held it in 2 quarters. The position peaked at $576K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Vertex Planning Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 447 UnitedHealth shares in Q2 2025, an estimated $234K.
  • Vertex Planning Partners first reported a position in UnitedHealth in Q4 2022 and held it in 2 quarters.
  • Vertex Planning Partners's UnitedHealth position peaked at $576K in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vertex Planning Partners's 13F filing for Q2 2025, filed 13 Aug 2025.