Anderson Hoagland & Co’s UnitedHealth UNH Stock Holding History

Anderson Hoagland & Co’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	-5,723	Closed	-$2.92M	–	142
2024 Q4	$2.92M	Sell	5,723 -54	-0.9%	-$30.7K	0.3%	82
2024 Q3	$3.42M	Sell	5,777 -151	-3%	-$85.4K	0.35%	80
2024 Q2	$2.92M	Sell	5,928 -77	-1%	-$37.7K	0.31%	79
2024 Q1	$2.7M	Buy	6,005 +430	+8%	+$219K	0.3%	80
2023 Q4	$2.89M	Buy	5,575 +13	+0.2%	+$6.93K	0.36%	79
2023 Q3	$2.8M	Sell	5,562 -5	-0.1%	-$2.46K	0.37%	72
2023 Q2	$2.68M	Buy	5,567 +255	+5%	+$125K	0.34%	76
2023 Q1	$2.51M	Buy	+5,312	New	+$2.56M	0.36%	72
2016 Q4	–	Sell	-20,071	Closed	-$2.81M	–	108
2016 Q3	$2.81M	Buy	20,071 +6,048	+43%	+$847K	1.61%	17
2016 Q2	$1.98M	Buy	+14,023	New	+$1.87M	1.22%	28

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

Anderson Hoagland & Co's UNH Position: Q1 2025 in Review

Anderson Hoagland & Co sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 5,723 shares — an estimated $2.92M sold.

Anderson Hoagland & Co first reported a position in UNH in Q2 2016 and held it in 10 quarters. The position peaked at $3.42M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Anderson Hoagland & Co reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Anderson Hoagland & Co sold 5,723 UnitedHealth shares in Q1 2025, an estimated $2.92M.
Anderson Hoagland & Co first reported a position in UnitedHealth in Q2 2016 and held it in 10 quarters.
Anderson Hoagland & Co's UnitedHealth position peaked at $3.42M in Q3 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Anderson Hoagland & Co's 13F filing for Q1 2025, filed 9 Apr 2025.