WPWealth’s UnitedHealth UNH Stock Holding History

WPWealth’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	-431	Closed	-$226K	–	95
2025 Q1	$226K	Buy	+431	New	+$220K	0.04%	82

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPWealth's UNH Position: Q2 2025 in Review

WPWealth sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 431 shares — an estimated $226K sold.

WPWealth first reported a position in UNH in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

WPWealth reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
WPWealth sold 431 UnitedHealth shares in Q2 2025, an estimated $226K.
WPWealth first reported a position in UnitedHealth in Q1 2025 and held it in 1 quarter.
WPWealth's UnitedHealth position peaked at $226K in Q1 2025.
3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on WPWealth's 13F filing for Q2 2025, filed 11 Aug 2025.