AIM
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Avity Investment Management’s UnitedHealth UNH Stock Holding History

Avity 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
-1,048
Closed -$530K – 111
2024
Q4 		$530K Hold
1,048
– – 0.04% 74
2024
Q3 		$613K Buy
1,048
+430
+70% +$243K 0.05% 68
2024
Q2 		$315K Hold
618
– – 0.03% 88
2024
Q1 		$306K Hold
618
– – 0.03% 89
2023
Q4 		$325K Buy
+618
New +$330K 0.03% 84

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

Avity Investment Management's UNH Position: Q1 2025 in Review

Avity Investment Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,048 shares — an estimated $530K sold.

Avity Investment Management first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $613K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Avity Investment Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Avity Investment Management sold 1,048 UnitedHealth shares in Q1 2025, an estimated $530K.
  • Avity Investment Management first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Avity Investment Management's UnitedHealth position peaked at $613K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Avity Investment Management's 13F filing for Q1 2025, filed 11 Apr 2025.