Wedgewood Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-561
| Closed | -$294K | – | 103 |
|
|
2025
Q1 | $294K | Hold |
561
| – | – | 0.35% | 74 |
|
|
2024
Q4 | $284K | Hold |
561
| – | – | 0.33% | 78 |
|
|
2024
Q3 | $328K | Sell |
561
-30
| -5% | -$17K | 0.36% | 72 |
|
|
2024
Q2 | $301K | Buy |
+591
| New | +$290K | 0.36% | 72 |
|
|
2023
Q4 | $306K | Hold |
581
| – | – | 0.38% | 71 |
|
|
2023
Q3 | $293K | Sell |
581
-210
| -27% | -$103K | 0.4% | 72 |
|
|
2023
Q2 | $380K | Sell |
791
-330
| -29% | -$161K | 0.49% | 62 |
|
|
2023
Q1 | $530K | Buy |
1,121
+21
| +2% | +$10.1K | 0.69% | 44 |
|
|
2022
Q4 | $583K | Hold |
1,100
| – | – | 0.77% | 42 |
|
|
2022
Q3 | $556K | Hold |
1,100
| – | – | 0.86% | 38 |
|
|
2022
Q2 | $565K | Hold |
1,100
| – | – | 0.8% | 43 |
|
|
2022
Q1 | $561K | Sell |
1,100
-20
| -2% | -$9.65K | 0.68% | 49 |
|
|
2021
Q4 | $562K | Hold |
1,120
| – | – | 0.66% | 42 |
|
|
2021
Q3 | $438K | Hold |
1,120
| – | – | 0.57% | 55 |
|
|
2021
Q2 | $449K | Hold |
1,120
| – | – | 0.57% | 53 |
|
|
2021
Q1 | $417K | Hold |
1,120
| – | – | 0.52% | 59 |
|
|
2020
Q4 | $393K | Hold |
1,120
| – | – | 0.51% | 55 |
|
|
2020
Q3 | $349K | Hold |
1,120
| – | – | 0.52% | 57 |
|
|
2020
Q2 | $330K | Hold |
1,120
| – | – | 0.53% | 54 |
|
|
2020
Q1 | $279K | Hold |
1,120
| – | – | 0.54% | 55 |
|
|
2019
Q4 | $329K | Hold |
1,120
| – | – | 0.47% | 65 |
|
|
2019
Q3 | $244K | Hold |
1,120
| – | – | 0.36% | 76 |
|
|
2019
Q2 | $273K | Hold |
1,120
| – | – | 0.39% | 70 |
|
|
2019
Q1 | $277K | Sell |
1,120
-200
| -15% | -$51K | 0.43% | 70 |
|
|
2018
Q4 | $329K | Hold |
1,320
| – | – | 0.6% | 52 |
|
|
2018
Q3 | $351K | Hold |
1,320
| – | – | 0.56% | 62 |
|
|
2018
Q2 | $324K | Hold |
1,320
| – | – | 0.55% | 61 |
|
|
2018
Q1 | $282K | Hold |
1,320
| – | – | 0.24% | 90 |
|
|
2017
Q4 | $291K | Hold |
1,320
| – | – | 0.24% | 94 |
|
|
2017
Q3 | $259K | Hold |
1,320
| – | – | 0.22% | 98 |
|
|
2017
Q2 | $245K | Hold |
1,320
| – | – | 0.21% | 99 |
|
|
2017
Q1 | $217K | Sell |
1,320
-50
| -4% | -$8.19K | 0.19% | 109 |
|
|
2016
Q4 | $219K | Buy |
+1,370
| New | +$205K | 0.2% | 106 |
|
Other funds holding UNH
Wedgewood Investors's UNH Position: Q2 2025 in Review
Wedgewood Investors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 561 shares — an estimated $294K sold.
Wedgewood Investors first reported a position in UNH in Q4 2016 and held it in 33 quarters. The position peaked at $583K in Q4 2022. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.
- Wedgewood Investors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
- Wedgewood Investors sold 561 UnitedHealth shares in Q2 2025, an estimated $294K.
- Wedgewood Investors first reported a position in UnitedHealth in Q4 2016 and held it in 33 quarters.
- Wedgewood Investors's UnitedHealth position peaked at $583K in Q4 2022.
- 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.
Based on Wedgewood Investors's 13F filing for Q2 2025, filed 30 Jul 2025.