Subject: Re: 13-F out 2Q
New UNH $1.57B

This is through June 30, 2025. In July and early August, UNH dropped further into the 200s and it is quite possible that the position grew some more in the first half of Q3.

Sold 6.7% of AAPL

Sad timing. The 20,000,000 shares sold in Q2 were likely at prices between 195 and 205 or thereabouts. Subsequently, by the middle of Q3 (now), those shares rose to 220-230. Oh well. They're probably selling some more Apple into the recent strength.