ATI
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Act Two Investors’s UnitedHealth UNH Stock Holding History

Act Two Investors’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
Q1 		– Sell
-35,357
Closed -$17.9M – 47
2024
Q4 		$17.9M Sell
35,357
-29,319
-45% -$16.7M 3.48% 12
2024
Q3 		$37.8M Sell
64,676
-1,022
-2% -$578K 7.13% 4
2024
Q2 		$33.5M Buy
65,698
+4,420
+7% +$2.17M 6.62% 6
2024
Q1 		$30.3M Buy
61,278
+4,510
+8% +$2.29M 6.09% 6
2023
Q4 		$29.9M Buy
56,768
+2,609
+5% +$1.39M 6.46% 5
2023
Q3 		$27.3M Buy
54,159
+6,639
+14% +$3.27M 7.31% 4
2023
Q2 		$22.8M Buy
47,520
+11,966
+34% +$5.85M 6.39% 6
2023
Q1 		$16.8M Buy
35,554
+30,830
+653% +$14.9M 6.7% 6
2022
Q4 		$2.5M Sell
4,724
-4
-0.1% -$2.12K 2.59% 14
2022
Q3 		$2.39M Sell
4,728
-573
-11% -$301K 2.42% 14
2022
Q2 		$2.72M Sell
5,301
-123
-2% -$61.8K 2.57% 13
2022
Q1 		$2.71M Buy
5,424
+627
+13% +$302K 2.15% 15
2021
Q4 		$2.41M Sell
4,797
-57,285
-92% -$25.9M 1.9% 15
2021
Q3 		$24.3M Sell
62,082
-15,304
-20% -$6.34M 5.76% 6
2021
Q2 		$31M Buy
+77,386
New +$30.9M 6.06% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Act Two Investors's UNH Position: Q1 2025 in Review

Act Two Investors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 35,357 shares — an estimated $17.9M sold.

Act Two Investors first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $37.8M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Act Two Investors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Act Two Investors sold 35,357 UnitedHealth shares in Q1 2025, an estimated $17.9M.
  • Act Two Investors first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
  • Act Two Investors's UnitedHealth position peaked at $37.8M in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Act Two Investors's 13F filing for Q1 2025, filed 12 May 2025.