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Angeles Investment Advisors’s UnitedHealth UNH Stock Holding History

Angeles Investment Advisors’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
-1,019
Closed -$515K – 185
2024
Q4 		$515K Sell
1,019
-135
-12% -$76.7K 0.02% 87
2024
Q3 		$675K Buy
1,154
+37
+3% +$20.9K 0.03% 68
2024
Q2 		$569K Sell
1,117
-445
-28% -$218K 0.03% 89
2024
Q1 		$773K Buy
1,562
+206
+15% +$105K 0.04% 62
2023
Q4 		$714K Buy
1,356
+87
+7% +$46.4K 0.04% 58
2023
Q3 		$640K Sell
1,269
-1,351
-52% -$665K 0.05% 56
2023
Q2 		$1.26M Buy
2,620
+922
+54% +$451K 0.11% 26
2023
Q1 		$802K Buy
1,698
+690
+68% +$333K 0.07% 33
2022
Q4 		$534K Buy
1,008
+73
+8% +$38.7K 0.05% 34
2022
Q3 		$472K Sell
935
-215
-19% -$113K 0.05% 28
2022
Q2 		$591K Buy
1,150
+274
+31% +$138K 0.05% 30
2022
Q1 		$447K Sell
876
-45
-5% -$21.7K 0.03% 51
2021
Q4 		$462K Buy
+921
New +$417K 0.02% 126

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

Angeles Investment Advisors's UNH Position: Q1 2025 in Review

Angeles Investment Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,019 shares — an estimated $515K sold.

Angeles Investment Advisors first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $1.26M in Q2 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Angeles Investment Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 1,019 UnitedHealth shares in Q1 2025, an estimated $515K.
  • Angeles Investment Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
  • Angeles Investment Advisors's UnitedHealth position peaked at $1.26M in Q2 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.