Wick Capital Partners’s UnitedHealth UNH Stock Holding History

Wick Capital 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	-541	Closed	-$283K	–	114
2025 Q1	$283K	Sell	541 -14	-3%	-$7.16K	0.08%	84
2024 Q4	$280K	Buy	555 +74	+15%	+$42K	0.08%	81
2024 Q3	$281K	Hold	481	–	–	0.09%	66
2024 Q2	$245K	Buy	481 +16	+3%	+$7.84K	0.08%	68
2024 Q1	$230K	Hold	465	–	–	0.22%	41
2023 Q4	$245K	Buy	465 +53	+13%	+$28.3K	0.1%	60
2023 Q3	$208K	Buy	+412	New	+$203K	0.12%	62
2023 Q2	–	Sell	-433	Closed	-$204K	–	65
2023 Q1	$204K	Buy	433 +45	+12%	+$21.7K	0.12%	64
2022 Q4	$206K	Buy	+388	New	+$206K	0.12%	55
2022 Q2	–	Sell	-1,035	Closed	-$528K	–	67
2022 Q1	$528K	Sell	1,035 -278	-21%	-$134K	0.35%	28
2021 Q4	$659K	Buy	+1,313	New	+$594K	0.51%	26

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

Wick Capital Partners's UNH Position: Q2 2025 in Review

Wick Capital Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 541 shares — an estimated $283K sold.

Wick Capital Partners first reported a position in UNH in Q4 2021 and held it in 11 quarters. The position peaked at $659K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Wick Capital Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Wick Capital Partners sold 541 UnitedHealth shares in Q2 2025, an estimated $283K.
Wick Capital Partners first reported a position in UnitedHealth in Q4 2021 and held it in 11 quarters.
Wick Capital Partners's UnitedHealth position peaked at $659K in Q4 2021.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

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