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von Borstel & Associates’s UnitedHealth UNH Stock Holding History

von Borstel & Associates’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
-22
Closed -$11K – 126
2025
Q1 		$11K Buy
+22
New +$11.2K ﹤0.01% 145

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 Borstel & Associates's UNH Position: Q2 2025 in Review

von Borstel & Associates sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 22 shares — an estimated $11K sold.

von Borstel & Associates first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $11K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • von Borstel & Associates reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • von Borstel & Associates sold 22 UnitedHealth shares in Q2 2025, an estimated $11K.
  • von Borstel & Associates first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
  • von Borstel & Associates's UnitedHealth position peaked at $11K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on von Borstel & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.