WP
UNH icon

Wedgewood Partners’s UnitedHealth UNH Stock Holding History

Wedgewood Partners’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
-10,302
Closed -$3.17M – 21
2025
Q1 		$3.17M Sell
10,302
-45,082
-81% -$23M 0.64% 19
2024
Q4 		$28M Sell
55,384
-2,651
-5% -$1.51M 5.52% 9
2024
Q3 		$35.2M Sell
58,035
-885
-2% -$501K 6.38% 7
2024
Q2 		$33.3M Sell
58,920
-1,273
-2% -$624K 6.8% 6
2024
Q1 		$31.2M Buy
60,193
+10,969
+22% +$5.58M 6.23% 7
2023
Q4 		$25.4M Sell
49,224
-947
-2% -$505K 5.35% 10
2023
Q3 		$25.3M Sell
50,171
-23,246
-32% -$11.4M 6.05% 7
2023
Q2 		$35.3M Sell
73,417
-1,811
-2% -$886K 5.69% 8
2023
Q1 		$35.6M Buy
75,228
+14,606
+24% +$7.05M 6.03% 7
2022
Q4 		$32.1M Sell
60,622
-245
-0.4% -$130K 5.9% 5
2022
Q3 		$30.7M Sell
60,867
-1,619
-3% -$851K 5.78% 6
2022
Q2 		$32.1M Sell
62,486
-730
-1% -$367K 5.54% 9
2022
Q1 		$32.2M Buy
63,216
+10,750
+20% +$5.18M 4.55% 11
2021
Q4 		$26.3M Buy
52,466
+494
+1% +$224K 3.5% 14
2021
Q3 		$20.3M Buy
+51,972
New +$21.5M 2.86% 18

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

Wedgewood Partners's UNH Position: Q2 2025 in Review

Wedgewood Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 10,302 shares — an estimated $3.17M sold.

Wedgewood Partners first reported a position in UNH in Q3 2021 and held it in 15 quarters. The position peaked at $35.6M in Q1 2023. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Wedgewood Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Wedgewood Partners sold 10,302 UnitedHealth shares in Q2 2025, an estimated $3.17M.
  • Wedgewood Partners first reported a position in UnitedHealth in Q3 2021 and held it in 15 quarters.
  • Wedgewood Partners's UnitedHealth position peaked at $35.6M in Q1 2023.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wedgewood Partners's 13F filing for Q2 2025, filed 14 Aug 2025.