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Adero Partners’s UnitedHealth UNH Stock Holding History

Adero Partners’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 		$770K Buy
1,470
+258
+21% +$132K 0.05% 99
2024
Q4 		$613K Sell
1,212
-17
-1% -$9.66K 0.04% 112
2024
Q3 		$719K Buy
1,229
+35
+3% +$19.8K 0.05% 101
2024
Q2 		$608K Buy
1,194
+146
+14% +$71.6K 0.04% 106
2024
Q1 		$519K Sell
1,048
-222
-17% -$113K 0.04% 111
2023
Q4 		$669K Buy
1,270
+256
+25% +$137K 0.06% 93
2023
Q3 		$511K Buy
1,014
+23
+2% +$11.3K 0.05% 100
2023
Q2 		$477K Sell
991
-80
-7% -$39.1K 0.05% 103
2023
Q1 		$506K Buy
1,071
+81
+8% +$39.1K 0.06% 100
2022
Q4 		$525K Buy
990
+54
+6% +$28.6K 0.06% 94
2022
Q3 		$507K Buy
936
+59
+7% +$31K 0.06% 92
2022
Q2 		$440K Sell
877
-45
-5% -$22.6K 0.06% 93
2022
Q1 		$470K Sell
922
-36
-4% -$17.4K 0.07% 90
2021
Q4 		$481K Sell
958
-195
-17% -$88.3K 0.08% 98
2021
Q3 		$451K Buy
1,153
+42
+4% +$17.4K 0.08% 93
2021
Q2 		$445K Buy
1,111
+116
+12% +$46.3K 0.1% 88
2021
Q1 		$370K Buy
995
+406
+69% +$141K 0.17% 82
2020
Q4 		$207K Buy
+589
New +$197K 0.18% 77

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

Adero Partners's UNH Position: Q1 2025 in Review

Adero Partners increased its UnitedHealth (UNH) stake by 21% in Q1 2025, buying an estimated $132K and bringing the position to 1,470 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #99.

Adero Partners first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Adero Partners held 1,470 shares of UnitedHealth worth $770K as of Q1 2025.
  • Adero Partners bought 258 UnitedHealth shares in Q1 2025, an estimated $132K.
  • UnitedHealth made up 0.05% of Adero Partners's portfolio in Q1 2025, its #99 holding.
  • Adero Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.