West Financial Advisors’s UnitedHealth UNH Stock Holding History

West 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	-55	Closed	-$28.8K	–	212
2025 Q1	$28.8K	Hold	55	–	–	0.01%	121
2024 Q4	$27.8K	Hold	55	–	–	0.01%	120
2024 Q3	$32.2K	Buy	+55	New	+$31.1K	0.01%	110
2022 Q4	–	Sell	-450	Closed	-$227K	–	198
2022 Q3	$227K	Hold	450	–	–	0.07%	49
2022 Q2	$231K	Hold	450	–	–	0.07%	47
2022 Q1	$229K	Hold	450	–	–	0.06%	53
2021 Q4	$226K	Hold	450	–	–	0.06%	57
2021 Q3	$176K	Hold	450	–	–	0.05%	56
2021 Q2	$180K	Hold	450	–	–	0.06%	52
2021 Q1	$167K	Hold	450	–	–	0.06%	52
2020 Q4	$158K	Buy	+450	New	+$151K	0.06%	56

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

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

West Financial Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 55 shares — an estimated $28.8K sold.

West Financial Advisors first reported a position in UNH in Q4 2020 and held it in 11 quarters. The position peaked at $231K in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

West Financial Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
West Financial Advisors sold 55 UnitedHealth shares in Q2 2025, an estimated $28.8K.
West Financial Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 11 quarters.
West Financial Advisors's UnitedHealth position peaked at $231K in Q2 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on West Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.