WBH Advisory’s UnitedHealth UNH Stock Holding History

WBH Advisory’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	-606	Closed	-$317K	–	353
2025 Q1	$317K	Hold	606	–	–	0.03%	264
2024 Q4	$307K	Buy	606 +168	+38%	+$95.5K	0.03%	263
2024 Q3	$256K	Hold	438	–	–	0.02%	284
2024 Q2	$223K	Hold	438	–	–	0.02%	291
2024 Q1	$217K	Buy	438 +47	+12%	+$23.9K	0.02%	295
2023 Q4	$206K	Sell	391 -38	-9%	-$20.3K	0.02%	297
2023 Q3	$216K	Buy	+429	New	+$211K	0.03%	278
2022 Q3	$231K	Sell	457 -154	-25%	-$81K	0.03%	264
2022 Q2	$316K	Sell	611 -1	-0.2%	-$502	0.04%	242
2022 Q1	$321K	Buy	612 +98	+19%	+$47.3K	0.04%	253
2021 Q4	$258K	Buy	+514	New	+$233K	0.03%	284
2021 Q3	–	Sell	-510	Closed	-$211K	–	291
2021 Q2	$211K	Buy	+510	New	+$203K	0.03%	261

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WBH Advisory's UNH Position: Q2 2025 in Review

WBH Advisory sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 606 shares — an estimated $317K sold.

WBH Advisory first reported a position in UNH in Q2 2021 and held it in 12 quarters. The position peaked at $321K in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

WBH Advisory reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
WBH Advisory sold 606 UnitedHealth shares in Q2 2025, an estimated $317K.
WBH Advisory first reported a position in UnitedHealth in Q2 2021 and held it in 12 quarters.
WBH Advisory's UnitedHealth position peaked at $321K in Q1 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on WBH Advisory's 13F filing for Q2 2025, filed 30 Jul 2025.