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Wealth Group’s UnitedHealth UNH Stock Holding History

Wealth Group’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
-1,282
Closed -$671K – 153
2025
Q1 		$671K Sell
1,282
-4
-0.3% -$2.04K 0.44% 53
2024
Q4 		$651K Buy
1,286
+17
+1% +$9.66K 0.42% 57
2024
Q3 		$742K Buy
1,269
+21
+2% +$11.9K 0.5% 50
2024
Q2 		$636K Buy
1,248
+16
+1% +$7.84K 0.46% 51
2024
Q1 		$609K Buy
+1,232
New +$626K 0.46% 52

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

Wealth Group's UNH Position: Q2 2025 in Review

Wealth Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,282 shares — an estimated $671K sold.

Wealth Group first reported a position in UNH in Q1 2024 and held it in 5 quarters. The position peaked at $742K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Wealth Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 1,282 UnitedHealth shares in Q2 2025, an estimated $671K.
  • Wealth Group first reported a position in UnitedHealth in Q1 2024 and held it in 5 quarters.
  • Wealth Group's UnitedHealth position peaked at $742K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.