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Washburn Capital Management’s UnitedHealth UNH Stock Holding History

Washburn Capital 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
-955
Closed -$500K – 58
2025
Q1 		$500K Sell
955
-25
-3% -$12.8K 0.33% 31
2024
Q4 		$496K Sell
980
-2
-0.2% -$1.14K 0.31% 31
2024
Q3 		$574K Sell
982
-92
-9% -$52K 0.41% 24
2024
Q2 		$547K Sell
1,074
-2,264
-68% -$1.11M 0.39% 28
2024
Q1 		$1.65M Sell
3,338
-534
-14% -$271K 1.22% 14
2023
Q4 		$2.04M Buy
3,872
+500
+15% +$267K 1.53% 10
2023
Q3 		$1.7M Buy
3,372
+9
+0.3% +$4.43K 1.44% 12
2023
Q2 		$1.62M Sell
3,363
-122
-4% -$59.7K 1.35% 13
2023
Q1 		$1.65M Sell
3,485
-550
-14% -$265K 1.42% 14
2022
Q4 		$2.14M Buy
4,035
+293
+8% +$155K 1.95% 12
2022
Q3 		$1.89M Sell
3,742
-179
-5% -$94.1K 1.81% 11
2022
Q2 		$2.01M Sell
3,921
-175
-4% -$87.9K 1.74% 12
2022
Q1 		$2.09M Sell
4,096
-371
-8% -$179K 1.37% 15
2021
Q4 		$2.24M Buy
4,467
+144
+3% +$65.2K 1.33% 18
2021
Q3 		$1.69M Buy
4,323
+220
+5% +$91.1K 1.1% 20
2021
Q2 		$1.64M Sell
4,103
-155
-4% -$61.8K 1.1% 19
2021
Q1 		$1.58M Buy
4,258
+83
+2% +$28.8K 1.08% 21
2020
Q4 		$1.46M Buy
4,175
+250
+6% +$83.8K 1.02% 22
2020
Q3 		$1.22M Buy
3,925
+607
+18% +$186K 0.97% 23
2020
Q2 		$979K Buy
3,318
+213
+7% +$61K 0.9% 27
2020
Q1 		$774K Buy
3,105
+15
+0.5% +$4.13K 1.06% 19
2019
Q4 		$908K Buy
+3,090
New +$808K 0.82% 17

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

Washburn Capital Management's UNH Position: Q2 2025 in Review

Washburn Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 955 shares — an estimated $500K sold.

Washburn Capital Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $2.24M in Q4 2021. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Washburn Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Washburn Capital Management sold 955 UnitedHealth shares in Q2 2025, an estimated $500K.
  • Washburn Capital Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
  • Washburn Capital Management's UnitedHealth position peaked at $2.24M in Q4 2021.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Washburn Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.