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Barry Investment Advisors’s UnitedHealth UNH Stock Holding History

Barry 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
-555
Closed -$281K – 112
2024
Q4 		$281K Buy
555
+3
+0.5% +$1.71K 0.09% 88
2024
Q3 		$323K Hold
552
– – 0.1% 84
2024
Q2 		$281K Hold
552
– – 0.09% 94
2024
Q1 		$273K Buy
552
+1
+0.2% +$508 0.09% 95
2023
Q4 		$291K Sell
551
-15
-3% -$8K 0.1% 86
2023
Q3 		$286K Sell
566
-353
-38% -$174K 0.1% 89
2023
Q2 		$442K Buy
919
+3
+0.3% +$1.47K 0.15% 78
2023
Q1 		$433K Buy
916
+2
+0.2% +$965 0.14% 81
2022
Q4 		$484K Sell
914
-13
-1% -$6.89K 0.15% 74
2022
Q3 		$468K Sell
927
-3
-0.3% -$1.58K 0.16% 72
2022
Q2 		$477K Buy
930
+2
+0.2% +$1K 0.14% 78
2022
Q1 		$473K Buy
928
+1
+0.1% +$482 0.13% 88
2021
Q4 		$466K Buy
927
+2
+0.2% +$905 0.12% 85
2021
Q3 		$362K Buy
925
+248
+37% +$103K 0.1% 86
2021
Q2 		$271K Buy
677
+4
+0.6% +$1.59K 0.07% 95
2021
Q1 		$250K Buy
673
+11
+2% +$3.81K 0.07% 95
2020
Q4 		$232K Sell
662
-81
-11% -$27.2K 0.07% 95
2020
Q3 		$232K Buy
743
+36
+5% +$11.1K 0.08% 77
2020
Q2 		$209K Buy
+707
New +$203K 0.07% 73
2016
Q4 		– Sell
-1,643
Closed -$230K – 74
2016
Q3 		$230K Buy
1,643
+1
+0.1% +$140 0.08% 62
2016
Q2 		$232K Hold
1,642
– – 0.09% 63
2016
Q1 		$212K Buy
+1,642
New +$194K 0.07% 72
2015
Q3 		– Sell
-1,641
Closed -$200K – 78
2015
Q2 		$200K Buy
+1,641
New +$194K 0.2% 43

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

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

Barry Investment Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 555 shares — an estimated $281K sold.

Barry Investment Advisors first reported a position in UNH in Q2 2015 and held it in 23 quarters. The position peaked at $484K in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Barry Investment Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 555 UnitedHealth shares in Q1 2025, an estimated $281K.
  • Barry Investment Advisors first reported a position in UnitedHealth in Q2 2015 and held it in 23 quarters.
  • Barry Investment Advisors's UnitedHealth position peaked at $484K in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Barry Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.