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Wallington Asset Management’s UnitedHealth UNH Stock Holding History

Wallington Asset 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
-27,986
Closed -$14.7M – 73
2025
Q1 		$14.7M Sell
27,986
-565
-2% -$289K 2.11% 20
2024
Q4 		$14.4M Sell
28,551
-7,482
-21% -$4.25M 2.09% 19
2024
Q3 		$21.1M Buy
36,033
+1,583
+5% +$895K 2.94% 9
2024
Q2 		$17.5M Sell
34,450
-938
-3% -$460K 2.68% 10
2024
Q1 		$17.5M Sell
35,388
-83
-0.2% -$42.2K 2.74% 11
2023
Q4 		$18.7M Buy
35,471
+702
+2% +$374K 3.15% 8
2023
Q3 		$17.5M Buy
34,769
+185
+0.5% +$91K 3.19% 7
2023
Q2 		$16.6M Sell
34,584
-82
-0.2% -$40.1K 2.98% 9
2023
Q1 		$16.4M Buy
34,666
+10
+0% +$4.83K 3.28% 10
2022
Q4 		$18.4M Buy
34,656
+420
+1% +$222K 3.98% 7
2022
Q3 		$17.3M Buy
34,236
+197
+0.6% +$104K 4.09% 7
2022
Q2 		$17.5M Buy
34,039
+593
+2% +$298K 3.55% 7
2022
Q1 		$17.1M Buy
33,446
+490
+1% +$236K 2.95% 11
2021
Q4 		$16.5M Buy
32,956
+105
+0.3% +$47.5K 2.52% 15
2021
Q3 		$12.8M Sell
32,851
-15
-0% -$6.21K 2.14% 21
2021
Q2 		$13.2M Buy
32,866
+88
+0.3% +$35.1K 2.26% 19
2021
Q1 		$12.2M Buy
32,778
+58
+0.2% +$20.1K 2.21% 21
2020
Q4 		$11.5M Buy
32,720
+170
+0.5% +$57K 2.24% 19
2020
Q3 		$10.1M Buy
32,550
+120
+0.4% +$36.9K 2.35% 18
2020
Q2 		$9.56M Buy
32,430
+50
+0.2% +$14.3K 2.37% 16
2020
Q1 		$8.07M Sell
32,380
-130
-0.4% -$35.8K 2.24% 20
2019
Q4 		$9.56M Buy
32,510
+40
+0.1% +$10.5K 2.03% 21
2019
Q3 		$7.06M Buy
32,470
+140
+0.4% +$33.8K 1.71% 24
2019
Q2 		$7.89M Buy
32,330
+100
+0.3% +$24.1K 1.95% 24
2019
Q1 		$7.97M Buy
+32,230
New +$8.22M 2.08% 22

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

Wallington Asset Management's UNH Position: Q2 2025 in Review

Wallington Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 27,986 shares — an estimated $14.7M sold.

Wallington Asset Management first reported a position in UNH in Q1 2019 and held it in 25 quarters. The position peaked at $21.1M in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Wallington Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Wallington Asset Management sold 27,986 UnitedHealth shares in Q2 2025, an estimated $14.7M.
  • Wallington Asset Management first reported a position in UnitedHealth in Q1 2019 and held it in 25 quarters.
  • Wallington Asset Management's UnitedHealth position peaked at $21.1M in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wallington Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.