Avory & Company’s UnitedHealth UNH Stock Holding History

Avory & Company’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	-1,249	Closed	-$632K	–	35
2024 Q4	$632K	Hold	1,249	–	–	0.35%	15
2024 Q3	$730K	Hold	1,249	–	–	0.44%	14
2024 Q2	$636K	Hold	1,249	–	–	0.45%	16
2024 Q1	$618K	Sell	1,249 -232	-16%	-$118K	0.42%	16
2023 Q4	$780K	Hold	1,481	–	–	0.55%	14
2023 Q3	$747K	Hold	1,481	–	–	0.63%	14
2023 Q2	$712K	Sell	1,481 -87	-6%	-$42.5K	0.54%	17
2023 Q1	$741K	Sell	1,568 -273	-15%	-$132K	0.51%	18
2022 Q4	$976K	Hold	1,841	–	–	0.78%	17
2022 Q3	$930K	Hold	1,841	–	–	0.79%	15
2022 Q2	$946K	Hold	1,841	–	–	0.8%	17
2022 Q1	$939K	Buy	+1,841	New	+$888K	0.59%	19

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

Avory & Company's UNH Position: Q1 2025 in Review

Avory & Company sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,249 shares — an estimated $632K sold.

Avory & Company first reported a position in UNH in Q1 2022 and held it in 12 quarters. The position peaked at $976K in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Avory & Company reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Avory & Company sold 1,249 UnitedHealth shares in Q1 2025, an estimated $632K.
Avory & Company first reported a position in UnitedHealth in Q1 2022 and held it in 12 quarters.
Avory & Company's UnitedHealth position peaked at $976K in Q4 2022.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Avory & Company's 13F filing for Q1 2025, filed 24 Apr 2025.