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Warm Springs Advisors’s UnitedHealth UNH Stock Holding History

Warm Springs Advisors’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
-481
Closed -$252K – 50
2025
Q1 		$252K Hold
481
– – 0.25% 48
2024
Q4 		$243K Buy
+481
New +$273K 0.23% 50

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Warm Springs Advisors's UNH Position: Q2 2025 in Review

Warm Springs Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 481 shares — an estimated $252K sold.

Warm Springs Advisors first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $252K in Q1 2025. 3,180 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Warm Springs Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Warm Springs Advisors sold 481 UnitedHealth shares in Q2 2025, an estimated $252K.
  • Warm Springs Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Warm Springs Advisors's UnitedHealth position peaked at $252K in Q1 2025.
  • 3,180 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Warm Springs Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.