WF
UNH icon

Wayfinding Financial’s UnitedHealth UNH Stock Holding History

Wayfinding Financial’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
-773
Closed -$405K – 673
2025
Q1 		$405K Buy
773
+39
+5% +$19.9K 0.18% 79
2024
Q4 		$371K Buy
+734
New +$417K 0.2% 83
2024
Q3 		– Sell
-612
Closed -$312K – 119
2024
Q2 		$312K Sell
612
-17
-3% -$8.33K 0.18% 86
2024
Q1 		$317K Sell
629
-184
-23% -$93.5K 0.19% 85
2023
Q4 		$428K Buy
813
+145
+22% +$77.3K 0.29% 65
2023
Q3 		$344K Buy
668
+14
+2% +$6.89K 0.26% 67
2023
Q2 		$329K Sell
654
-31
-5% -$15.2K 0.23% 69
2023
Q1 		$324K Buy
685
+215
+46% +$104K 0.25% 69
2022
Q4 		$217K Sell
470
-73
-13% -$38.7K 0.17% 80
2022
Q3 		$274K Buy
543
+37
+7% +$19.5K 0.26% 62
2022
Q2 		$260K Sell
506
-7
-1% -$3.52K 0.23% 65
2022
Q1 		$256K Buy
513
+43
+9% +$20.7K 0.21% 69
2021
Q4 		$217K Buy
+470
New +$213K 0.17% 80

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

Wayfinding Financial's UNH Position: Q2 2025 in Review

Wayfinding Financial sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 773 shares — an estimated $405K sold.

Wayfinding Financial first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $428K in Q4 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Wayfinding Financial reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 773 UnitedHealth shares in Q2 2025, an estimated $405K.
  • Wayfinding Financial first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
  • Wayfinding Financial's UnitedHealth position peaked at $428K in Q4 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.