Willow Creek Wealth Management’s UnitedHealth UNH Stock Holding History

Willow Creek Wealth 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	–	Sell	-510	Closed	-$267K	–	169
2025 Q1	$267K	Buy	510 +1	+0.2%	+$511	0.03%	134
2024 Q4	$257K	Buy	509 +1	+0.2%	+$568	0.03%	134
2024 Q3	$297K	Buy	508 +17	+3%	+$9.62K	0.03%	129
2024 Q2	$250K	Sell	491 -3	-0.6%	-$1.47K	0.03%	138
2024 Q1	$244K	Buy	494 +6	+1%	+$3.05K	0.03%	137
2023 Q4	$257K	Buy	+488	New	+$260K	0.03%	122
2023 Q1	–	Sell	-378	Closed	-$200K	–	134
2022 Q4	$200K	Buy	+378	New	+$200K	0.03%	130

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

Willow Creek Wealth Management's UNH Position: Q2 2025 in Review

Willow Creek Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 510 shares — an estimated $267K sold.

Willow Creek Wealth Management first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $297K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Willow Creek Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Willow Creek Wealth Management sold 510 UnitedHealth shares in Q2 2025, an estimated $267K.
Willow Creek Wealth Management first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
Willow Creek Wealth Management's UnitedHealth position peaked at $297K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Willow Creek Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.