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Websterrogers Financial Advisors’s UnitedHealth UNH Stock Holding History

Websterrogers Financial Advisors’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
-440
Closed -$230K – 88
2025
Q1 		$230K Hold
440
– – 0.08% 75
2024
Q4 		$223K Buy
+440
New +$250K 0.08% 75

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

Websterrogers Financial Advisors's UNH Position: Q2 2025 in Review

Websterrogers Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 440 shares — an estimated $230K sold.

Websterrogers Financial Advisors first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $230K in Q1 2025. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Websterrogers Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Websterrogers Financial Advisors sold 440 UnitedHealth shares in Q2 2025, an estimated $230K.
  • Websterrogers Financial Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • Websterrogers Financial Advisors's UnitedHealth position peaked at $230K in Q1 2025.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.