WA
UNH icon

Wambolt & Associates’s UnitedHealth UNH Stock Holding History

Wambolt & 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 		$355K Sell
1,089
-6,093
-85% -$2.33M 0.12% 135
2025
Q1 		$3.76M Sell
7,182
-40
-0.6% -$20.4K 1.28% 21
2024
Q4 		$3.65M Sell
7,222
-1,235
-15% -$702K 1.17% 24
2024
Q3 		$4.93M Buy
8,457
+531
+7% +$300K 1.35% 18
2024
Q2 		$3.92M Buy
7,926
+318
+4% +$156K 1.14% 26
2024
Q1 		$3.73M Buy
7,608
+1,098
+17% +$558K 1.11% 23
2023
Q4 		$3.43M Buy
6,510
+428
+7% +$228K 1.12% 17
2023
Q3 		$3.13M Buy
6,082
+394
+7% +$194K 1.14% 14
2023
Q2 		$2.73M Buy
5,688
+327
+6% +$160K 0.97% 19
2023
Q1 		$2.65M Buy
5,361
+841
+19% +$406K 0.94% 22
2022
Q4 		$2.4M Buy
4,520
+409
+10% +$217K 0.92% 25
2022
Q3 		$2.08M Buy
4,111
+203
+5% +$107K 0.88% 27
2022
Q2 		$2.01M Buy
3,908
+415
+12% +$208K 0.81% 31
2022
Q1 		$1.79M Buy
3,493
+478
+16% +$231K 0.65% 49
2021
Q4 		$1.51M Buy
3,015
+387
+15% +$175K 0.55% 65
2021
Q3 		$1.03M Buy
2,628
+197
+8% +$81.6K 0.41% 87
2021
Q2 		$984K Buy
2,431
+189
+8% +$75.4K 0.42% 86
2021
Q1 		$823K Buy
2,242
+15
+0.7% +$5.2K 0.43% 88
2020
Q4 		$781K Buy
2,227
+52
+2% +$17.4K 0.47% 79
2020
Q3 		$678K Buy
2,175
+264
+14% +$81.1K 0.51% 69
2020
Q2 		$564K Buy
1,911
+172
+10% +$49.3K 0.44% 75
2020
Q1 		$434K Buy
1,739
+50
+3% +$13.8K 0.45% 74
2019
Q4 		$496K Buy
1,689
+81
+5% +$21.2K 0.38% 88
2019
Q3 		$350K Buy
1,608
+85
+6% +$20.5K 0.29% 114
2019
Q2 		$372K Buy
1,523
+198
+15% +$47.6K 0.32% 112
2019
Q1 		$330K Buy
1,325
+482
+57% +$123K 0.3% 112
2018
Q4 		$210K Buy
+843
New +$223K 0.23% 129

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

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

Wambolt & Associates reduced its UnitedHealth (UNH) stake by 85% in Q2 2025, selling an estimated $2.33M and leaving 1,089 shares worth $355K. The position accounts for 0.12% of the portfolio, ranked #135.

Wambolt & Associates first reported a position in UNH in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.93M in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Wambolt & Associates held 1,089 shares of UnitedHealth worth $355K as of Q2 2025.
  • Wambolt & Associates sold 6,093 UnitedHealth shares in Q2 2025, an estimated $2.33M.
  • UnitedHealth made up 0.12% of Wambolt & Associates's portfolio in Q2 2025, its #135 holding.
  • Wambolt & Associates first reported a position in UnitedHealth in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's UnitedHealth position peaked at $4.93M in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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