Wharton Business Group’s UnitedHealth UNH Stock Holding History

Wharton Business Group’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	-504	Closed	-$264K	–	143
2025 Q1	$264K	Hold	504	–	–	0.01%	122
2024 Q4	$255K	Hold	504	–	–	0.01%	121
2024 Q3	$295K	Hold	504	–	–	0.01%	123
2024 Q2	$257K	Hold	504	–	–	0.01%	124
2024 Q1	$249K	Hold	504	–	–	0.01%	122
2023 Q4	$265K	Sell	504 -500	-50%	-$267K	0.01%	117
2023 Q3	$506K	Hold	1,004	–	–	0.03%	94
2023 Q2	$483K	Hold	1,004	–	–	0.03%	90
2023 Q1	$474K	Hold	1,004	–	–	0.03%	93
2022 Q4	$532K	Hold	1,004	–	–	0.03%	90
2022 Q3	$507K	Hold	1,004	–	–	0.03%	85
2022 Q2	$516K	Hold	1,004	–	–	0.03%	83
2022 Q1	$512K	Hold	1,004	–	–	0.03%	87
2021 Q4	$504K	Hold	1,004	–	–	0.03%	94
2021 Q3	$392K	Hold	1,004	–	–	0.04%	52
2021 Q2	$402K	Hold	1,004	–	–	0.03%	90
2021 Q1	$374K	Hold	1,004	–	–	0.03%	93
2020 Q4	$352K	Buy	1,004 +18	+2%	+$6.03K	0.03%	91
2020 Q3	$307K	Hold	986	–	–	0.03%	89
2020 Q2	$291K	Sell	986 -28	-3%	-$8.02K	0.03%	91
2020 Q1	$253K	Sell	1,014 -22	-2%	-$6.05K	0.03%	89
2019 Q4	$305K	Hold	1,036	–	–	0.03%	91
2019 Q3	$225K	Hold	1,036	–	–	0.02%	93
2019 Q2	$253K	Buy	1,036 +28	+3%	+$6.74K	0.03%	89
2019 Q1	$249K	Sell	1,008 -12	-1%	-$3.06K	0.03%	89
2018 Q4	$254K	Hold	1,020	–	–	0.03%	86
2018 Q3	$271K	Hold	1,020	–	–	0.03%	90
2018 Q2	$250K	Buy	1,020 +12	+1%	+$2.88K	0.03%	92
2018 Q1	$216K	Hold	1,008	–	–	0.02%	95
2017 Q4	$222K	Buy	+1,008	New	+$214K	0.02%	100

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

Wharton Business Group's UNH Position: Q2 2025 in Review

Wharton Business Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 504 shares — an estimated $264K sold.

Wharton Business Group first reported a position in UNH in Q4 2017 and held it in 30 quarters. The position peaked at $532K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Wharton Business Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Wharton Business Group sold 504 UnitedHealth shares in Q2 2025, an estimated $264K.
Wharton Business Group first reported a position in UnitedHealth in Q4 2017 and held it in 30 quarters.
Wharton Business Group's UnitedHealth position peaked at $532K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Wharton Business Group's 13F filing for Q2 2025, filed 14 Aug 2025.