Wealth Advisors of Tampa Bay’s UnitedHealth UNH Stock Holding History

Wealth Advisors of Tampa Bay’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	-190	Closed	-$99.5K	–	146
2025 Q1	$99.5K	Buy	+190	New	+$97.1K	0.04%	107
2023 Q4	–	Sell	-470	Closed	-$237K	–	99
2023 Q3	$237K	Buy	+470	New	+$231K	0.07%	90
2022 Q3	–	Sell	-690	Closed	-$354K	–	92
2022 Q2	$354K	Hold	690	–	–	0.11%	76
2022 Q1	$352K	Hold	690	–	–	0.1%	78
2021 Q4	$346K	Buy	+690	New	+$312K	0.08%	87

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

Wealth Advisors of Tampa Bay's UNH Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 190 shares — an estimated $99.5K sold.

Wealth Advisors of Tampa Bay first reported a position in UNH in Q4 2021 and held it in 5 quarters. The position peaked at $354K in Q2 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 190 UnitedHealth shares in Q2 2025, an estimated $99.5K.
Wealth Advisors of Tampa Bay first reported a position in UnitedHealth in Q4 2021 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's UnitedHealth position peaked at $354K in Q2 2022.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.