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Vigilare Wealth Management’s UnitedHealth UNH Stock Holding History

Vigilare 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 		– Sell
-490
Closed -$257K – 130
2025
Q1 		$257K Sell
490
-100
-17% -$51.1K 0.1% 82
2024
Q4 		$298K Sell
590
-755
-56% -$429K 0.12% 71
2024
Q3 		$787K Sell
1,345
-7
-0.5% -$3.96K 0.32% 40
2024
Q2 		$688K Buy
1,352
+136
+11% +$66.7K 0.3% 41
2024
Q1 		$602K Sell
1,216
-295
-20% -$150K 0.3% 43
2023
Q4 		$796K Sell
1,511
-3
-0.2% -$1.6K 0.41% 36
2023
Q3 		$763K Sell
1,514
-195
-11% -$96K 0.49% 29
2023
Q2 		$821K Sell
1,709
-367
-18% -$179K 0.47% 29
2023
Q1 		$981K Sell
2,076
-276
-12% -$133K 0.55% 29
2022
Q4 		$1.25M Sell
2,352
-29
-1% -$15.4K 0.73% 25
2022
Q3 		$1.2M Buy
2,381
+81
+4% +$42.6K 1.55% 16
2022
Q2 		$1.18M Buy
2,300
+54
+2% +$27.1K 1.28% 21
2022
Q1 		$1.15M Buy
2,246
+649
+41% +$313K 0.94% 26
2021
Q4 		$802K Buy
1,597
+727
+84% +$329K 0.47% 51
2021
Q3 		$340K Sell
870
-30
-3% -$12.4K 0.21% 135
2021
Q2 		$360K Sell
900
-75
-8% -$29.9K 0.22% 127
2021
Q1 		$363K Sell
975
-125
-11% -$43.3K 0.26% 108
2020
Q4 		$386K Buy
1,100
+150
+16% +$50.3K 0.37% 64
2020
Q3 		$296K Hold
950
– – 0.31% 77
2020
Q2 		$280K Hold
950
– – 0.28% 77
2020
Q1 		$237K Hold
950
– – 0.28% 88
2019
Q4 		$260K Buy
+950
New +$249K 0.17% 117

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

Vigilare Wealth Management's UNH Position: Q2 2025 in Review

Vigilare Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 490 shares — an estimated $257K sold.

Vigilare Wealth Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $1.25M in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Vigilare Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Vigilare Wealth Management sold 490 UnitedHealth shares in Q2 2025, an estimated $257K.
  • Vigilare Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Vigilare Wealth Management's UnitedHealth position peaked at $1.25M in Q4 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Vigilare Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.