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Xcel Wealth Management’s UnitedHealth UNH Stock Holding History

Xcel 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
-505
Closed -$264K – 136
2025
Q1 		$264K Sell
505
-105
-17% -$53.7K 0.08% 120
2024
Q4 		$309K Hold
610
– – 0.09% 110
2024
Q3 		$357K Hold
610
– – 0.1% 99
2024
Q2 		$311K Sell
610
-12
-2% -$5.88K 0.1% 100
2024
Q1 		$308K Sell
622
-84
-12% -$42.7K 0.1% 100
2023
Q4 		$372K Sell
706
-2
-0.3% -$1.07K 0.13% 87
2023
Q3 		$357K Sell
708
-255
-26% -$125K 0.14% 87
2023
Q2 		$463K Buy
963
+30
+3% +$14.7K 0.15% 92
2023
Q1 		$441K Buy
933
+10
+1% +$4.83K 0.16% 91
2022
Q4 		$489K Sell
923
-605
-40% -$320K 0.19% 81
2022
Q3 		$772K Sell
1,528
-280
-15% -$147K 0.29% 61
2022
Q2 		$929K Buy
1,808
+16
+0.9% +$8.04K 0.34% 58
2022
Q1 		$914K Sell
1,792
-20
-1% -$9.65K 0.25% 73
2021
Q4 		$910K Buy
1,812
+6
+0.3% +$2.72K 0.23% 76
2021
Q3 		$706K Sell
1,806
-500
-22% -$207K 0.2% 82
2021
Q2 		$923K Sell
2,306
-355
-13% -$142K 0.28% 69
2021
Q1 		$990K Sell
2,661
-10
-0.4% -$3.46K 0.35% 61
2020
Q4 		$936K Sell
2,671
-300
-10% -$101K 0.4% 56
2020
Q3 		$926K Sell
2,971
-560
-16% -$172K 0.48% 47
2020
Q2 		$1.04M Sell
3,531
-269
-7% -$77.1K 0.65% 38
2020
Q1 		$947K Sell
3,800
-300
-7% -$82.6K 0.85% 34
2019
Q4 		$1.21M Hold
4,100
– – 1% 32
2019
Q3 		$891K Buy
4,100
+2,600
+173% +$627K 0.83% 37
2019
Q2 		$366K Buy
+1,500
New +$361K 0.36% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Xcel Wealth Management's UNH Position: Q2 2025 in Review

Xcel Wealth Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 505 shares — an estimated $264K sold.

Xcel Wealth Management first reported a position in UNH in Q2 2019 and held it in 24 quarters. The position peaked at $1.21M in Q4 2019. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Xcel Wealth Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Xcel Wealth Management sold 505 UnitedHealth shares in Q2 2025, an estimated $264K.
  • Xcel Wealth Management first reported a position in UnitedHealth in Q2 2019 and held it in 24 quarters.
  • Xcel Wealth Management's UnitedHealth position peaked at $1.21M in Q4 2019.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Xcel Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.