Ardsley Advisory Partners’s UnitedHealth UNH Stock Holding History

Ardsley Advisory 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	–	Sell	-20,000	Closed	-$10.1M	–	209
2024 Q4	$10.1M	Buy	+20,000	New	+$11.4M	1.6%	13
2020 Q4	–	Sell	-2,500	Closed	-$779K	–	187
2020 Q3	$779K	Hold	2,500	–	–	0.15%	78
2020 Q2	$737K	Hold	2,500	–	–	0.16%	69
2020 Q1	$623K	Sell	2,500 -3,100	-55%	-$853K	0.24%	54
2019 Q4	$1.65M	Buy	+5,600	New	+$1.47M	0.26%	55
2019 Q3	–	Sell	-9,000	Closed	-$2.19M	–	176
2019 Q2	$2.19M	Sell	9,000 -1,000	-10%	-$241K	0.35%	49
2019 Q1	$2.47M	Buy	10,000 +4,000	+67%	+$1.02M	0.47%	45
2018 Q4	$1.5M	Hold	6,000	–	–	0.38%	43
2018 Q3	$1.6M	Buy	6,000 +1,000	+20%	+$260K	0.22%	55
2018 Q2	$1.23M	Hold	5,000	–	–	0.18%	68
2018 Q1	$1.1M	Hold	5,000	–	–	0.16%	68
2017 Q4	$1.1M	Buy	+5,000	New	+$1.06M	0.13%	72
2017 Q2	–	Sell	-4,000	Closed	-$656K	–	178
2017 Q1	$656K	Sell	4,000 -500	-11%	-$81.9K	0.1%	87
2016 Q4	$720K	Buy	+4,500	New	+$672K	0.12%	78

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

Ardsley Advisory Partners's UNH Position: Q1 2025 in Review

Ardsley Advisory Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 20,000 shares — an estimated $10.1M sold.

Ardsley Advisory Partners first reported a position in UNH in Q4 2016 and held it in 14 quarters. The position peaked at $10.1M in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Ardsley Advisory Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Ardsley Advisory Partners sold 20,000 UnitedHealth shares in Q1 2025, an estimated $10.1M.
Ardsley Advisory Partners first reported a position in UnitedHealth in Q4 2016 and held it in 14 quarters.
Ardsley Advisory Partners's UnitedHealth position peaked at $10.1M in Q4 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Ardsley Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.