WAM
UNH icon

Weatherly Asset Management’s UnitedHealth UNH Stock Holding History

Weatherly Asset 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
-11,509
Closed -$6.03M – 184
2025
Q1 		$6.03M Sell
11,509
-198
-2% -$101K 0.54% 35
2024
Q4 		$5.92M Sell
11,707
-290
-2% -$165K 0.53% 39
2024
Q3 		$7.01M Sell
11,997
-530
-4% -$300K 0.61% 30
2024
Q2 		$6.38M Sell
12,527
-552
-4% -$271K 0.58% 31
2024
Q1 		$6.47M Sell
13,079
-546
-4% -$278K 0.63% 32
2023
Q4 		$7.17M Sell
13,625
-627
-4% -$334K 0.77% 27
2023
Q3 		$7.19M Sell
14,252
-655
-4% -$322K 0.86% 26
2023
Q2 		$7.16M Sell
14,907
-367
-2% -$179K 0.84% 28
2023
Q1 		$7.22M Sell
15,274
-714
-4% -$345K 0.94% 27
2022
Q4 		$8.48M Sell
15,988
-437
-3% -$231K 1.16% 21
2022
Q3 		$8.29M Sell
16,425
-278
-2% -$146K 1.19% 21
2022
Q2 		$8.58M Sell
16,703
-375
-2% -$188K 1.19% 21
2022
Q1 		$8.71M Sell
17,078
-105
-0.6% -$50.6K 1.02% 25
2021
Q4 		$8.63M Sell
17,183
-269
-2% -$122K 0.96% 25
2021
Q3 		$6.82M Sell
17,452
-160
-0.9% -$66.3K 0.83% 26
2021
Q2 		$7.05M Sell
17,612
-33
-0.2% -$13.2K 0.89% 24
2021
Q1 		$6.57M Buy
17,645
+190
+1% +$65.8K 0.91% 25
2020
Q4 		$6.12M Sell
17,455
-160
-0.9% -$53.6K 0.88% 26
2020
Q3 		$5.49M Buy
17,615
+6
+0% +$1.84K 0.89% 25
2020
Q2 		$5.19M Buy
17,609
+140
+0.8% +$40.1K 0.92% 24
2020
Q1 		$4.36M Buy
17,469
+155
+0.9% +$42.7K 0.95% 25
2019
Q4 		$5.09M Buy
17,314
+599
+4% +$157K 0.97% 26
2019
Q3 		$3.63M Buy
16,715
+486
+3% +$117K 0.77% 30
2019
Q2 		$3.96M Buy
16,229
+573
+4% +$138K 0.79% 30
2019
Q1 		$3.87M Buy
15,656
+3,410
+28% +$870K 0.79% 29
2018
Q4 		$3.05M Buy
12,246
+8,847
+260% +$2.34M 0.72% 30
2018
Q3 		$904K Buy
3,399
+1,720
+102% +$447K 0.19% 102
2018
Q2 		$412K Buy
1,679
+670
+66% +$161K 0.1% 140
2018
Q1 		$216K Buy
+1,009
New +$230K 0.05% 189

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

Weatherly Asset Management's UNH Position: Q2 2025 in Review

Weatherly Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 11,509 shares — an estimated $6.03M sold.

Weatherly Asset Management first reported a position in UNH in Q1 2018 and held it in 29 quarters. The position peaked at $8.71M in Q1 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Weatherly Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Weatherly Asset Management sold 11,509 UnitedHealth shares in Q2 2025, an estimated $6.03M.
  • Weatherly Asset Management first reported a position in UnitedHealth in Q1 2018 and held it in 29 quarters.
  • Weatherly Asset Management's UnitedHealth position peaked at $8.71M in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Weatherly Asset Management's 13F filing for Q2 2025, filed 11 Jul 2025.