Wellington Capital Management’s UnitedHealth UNH Stock Holding History

Wellington Capital 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	$342K	Buy	+1,097	New	+$419K	0.51%	66

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Capital Management's UNH Position: Q2 2025 in Review

Wellington Capital Management opened a new position in UnitedHealth (UNH) in Q2 2025: 1,097 shares worth $342K. The stake represents 0.51% of the portfolio and ranks #66 among its holdings.

3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Wellington Capital Management held 1,097 shares of UnitedHealth worth $342K as of Q2 2025.
UnitedHealth was a new Wellington Capital Management position in Q2 2025.
UnitedHealth made up 0.51% of Wellington Capital Management's portfolio in Q2 2025, its #66 holding.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.