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Yeomans Consulting Group’s UnitedHealth UNH Stock Holding History

Yeomans Consulting 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
-611
Closed -$320K – 108
2025
Q1 		$320K Sell
611
-19
-3% -$9.71K 0.12% 50
2024
Q4 		$319K Sell
630
-34
-5% -$19.3K 0.12% 82
2024
Q3 		$388K Buy
664
+5
+0.8% +$2.83K 0.15% 64
2024
Q2 		$336K Sell
659
-7
-1% -$3.43K 0.13% 65
2024
Q1 		$329K Buy
666
+58
+10% +$29.5K 0.14% 56
2023
Q4 		$320K Buy
+608
New +$324K 0.16% 54

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

Yeomans Consulting Group's UNH Position: Q2 2025 in Review

Yeomans Consulting Group sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 611 shares — an estimated $320K sold.

Yeomans Consulting Group first reported a position in UNH in Q4 2023 and held it in 6 quarters. The position peaked at $388K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Yeomans Consulting Group reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Yeomans Consulting Group sold 611 UnitedHealth shares in Q2 2025, an estimated $320K.
  • Yeomans Consulting Group first reported a position in UnitedHealth in Q4 2023 and held it in 6 quarters.
  • Yeomans Consulting Group's UnitedHealth position peaked at $388K in Q3 2024.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Yeomans Consulting Group's 13F filing for Q2 2025, filed 21 Jul 2025.