Alpha DNA Investment Management’s UnitedHealth UNH Stock Holding History

Alpha DNA Investment 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 Q1	–	Sell	-3,411	Closed	-$1.73M	–	174
2024 Q4	$1.73M	Buy	3,411 +111	+3%	+$63.1K	0.66%	34
2024 Q3	$1.93M	Buy	3,300 +1,144	+53%	+$647K	0.72%	29
2024 Q2	$1.1M	Sell	2,156 -1,682	-44%	-$824K	0.43%	43
2024 Q1	$1.9M	Buy	3,838 +387	+11%	+$197K	0.7%	31
2023 Q4	$1.82M	Sell	3,451 -646	-16%	-$345K	0.71%	28
2023 Q3	$2.07M	Sell	4,097 -19	-0.5%	-$9.35K	0.85%	15
2023 Q2	$1.98M	Sell	4,116 -715	-15%	-$350K	0.66%	25
2023 Q1	$2.28M	Buy	4,831 +1,818	+60%	+$877K	0.67%	12
2022 Q4	$1.6M	Buy	3,013 +682	+29%	+$361K	0.56%	28
2022 Q3	$1.18M	Buy	+2,331	New	+$1.23M	0.98%	25
2021 Q2	–	Sell	-157	Closed	-$58K	–	624
2021 Q1	$58K	Buy	157 +2	+1%	+$693	0.07%	154
2020 Q4	$54K	Buy	+155	New	+$52K	0.06%	172

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alpha DNA Investment Management's UNH Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 3,411 shares — an estimated $1.73M sold.

Alpha DNA Investment Management first reported a position in UNH in Q4 2020 and held it in 12 quarters. The position peaked at $2.28M in Q1 2023. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Alpha DNA Investment Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 3,411 UnitedHealth shares in Q1 2025, an estimated $1.73M.
Alpha DNA Investment Management first reported a position in UnitedHealth in Q4 2020 and held it in 12 quarters.
Alpha DNA Investment Management's UnitedHealth position peaked at $2.28M in Q1 2023.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.