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Virginia Wealth Management Group’s UnitedHealth UNH Stock Holding History

Virginia Wealth Management Group’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
-691
Closed -$362K – 50
2025
Q1 		$362K Sell
691
-1,148
-62% -$587K 0.22% 46
2024
Q4 		$931K Buy
1,839
+1
+0.1% +$568 0.58% 42
2024
Q3 		$1.07M Buy
1,838
+1
+0.1% +$566 0.67% 41
2024
Q2 		$935K Buy
1,837
+2
+0.1% +$980 0.77% 41
2024
Q1 		$908K Buy
1,835
+1
+0.1% +$508 0.74% 42
2023
Q4 		$966K Sell
1,834
-68
-4% -$36.3K 0.84% 41
2023
Q3 		$959K Sell
1,902
-4
-0.2% -$1.97K 0.65% 46
2023
Q2 		$916K Sell
1,906
-12
-0.6% -$5.87K 0.63% 44
2023
Q1 		$906K Buy
1,918
+1
+0.1% +$483 0.62% 48
2022
Q4 		$1.02M Buy
1,917
+16
+0.8% +$8.47K 0.7% 48
2022
Q3 		$960K Buy
1,901
+135
+8% +$71K 0.72% 49
2022
Q2 		$907K Buy
1,766
+61
+4% +$30.6K 0.87% 44
2022
Q1 		$909K Buy
1,705
+1
+0.1% +$482 0.81% 46
2021
Q4 		$856K Buy
+1,704
New +$771K 0.77% 48

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

Virginia Wealth Management Group's UNH Position: Q2 2025 in Review

Virginia Wealth Management Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 691 shares — an estimated $362K sold.

Virginia Wealth Management Group first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $1.07M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Virginia Wealth Management Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Virginia Wealth Management Group sold 691 UnitedHealth shares in Q2 2025, an estimated $362K.
  • Virginia Wealth Management Group first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Virginia Wealth Management Group's UnitedHealth position peaked at $1.07M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Virginia Wealth Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.