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Von Berge Wealth Management Group’s UnitedHealth UNH Stock Holding History

Von Berge 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
-526
Closed -$223K – 66
2025
Q1 		$223K Sell
526
-48
-8% -$24.5K 0.14% 54
2024
Q4 		$313K Sell
574
-9
-2% -$5.11K 0.19% 46
2024
Q3 		$348K Sell
583
-76
-12% -$43K 0.22% 44
2024
Q2 		$326K Buy
659
+1
+0.2% +$490 0.21% 45
2024
Q1 		$325K Buy
658
+49
+8% +$24.9K 0.21% 43
2023
Q4 		$317K Buy
609
+43
+8% +$22.9K 0.24% 45
2023
Q3 		$285K Buy
566
+1
+0.2% +$492 0.24% 44
2023
Q2 		$271K Sell
565
-47
-8% -$23K 0.22% 48
2023
Q1 		$302K Buy
612
+1
+0.2% +$483 0.27% 43
2022
Q4 		$297K Buy
611
+1
+0.2% +$530 0.27% 43
2022
Q3 		$304K Buy
610
+1
+0.2% +$526 0.32% 41
2022
Q2 		$305K Buy
609
+1
+0.2% +$502 0.32% 38
2022
Q1 		$325K Buy
608
+1
+0.2% +$482 0.3% 42
2021
Q4 		$287K Buy
+607
New +$275K 0.26% 44

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

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

Von Berge Wealth Management Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 526 shares — an estimated $223K sold.

Von Berge Wealth Management Group first reported a position in UNH in Q4 2021 and held it in 14 quarters. The position peaked at $348K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Von Berge Wealth Management Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 526 UnitedHealth shares in Q2 2025, an estimated $223K.
  • Von Berge Wealth Management Group first reported a position in UnitedHealth in Q4 2021 and held it in 14 quarters.
  • Von Berge Wealth Management Group's UnitedHealth position peaked at $348K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q2 2025, filed 24 Jul 2025.