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Benchmark Investment Advisors’s UnitedHealth UNH Stock Holding History

Benchmark 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 		$1.06M Sell
2,032
-1,197
-37% -$612K 0.69% 40
2024
Q4 		$1.63M Sell
3,229
-117
-3% -$66.5K 1.06% 25
2024
Q3 		$1.96M Buy
3,346
+67
+2% +$37.9K 1.39% 23
2024
Q2 		$1.67M Buy
3,279
+245
+8% +$120K 1.21% 21
2024
Q1 		$1.5M Sell
3,034
-313
-9% -$159K 1.18% 25
2023
Q4 		$1.76M Sell
3,347
-198
-6% -$106K 1.63% 20
2023
Q3 		$1.79M Sell
3,545
-1,988
-36% -$978K 1.81% 17
2023
Q2 		$2.66M Buy
5,533
+1,185
+27% +$579K 2.45% 6
2023
Q1 		$2.05M Sell
4,348
-218
-5% -$105K 2.11% 12
2022
Q4 		$2.42M Buy
4,566
+107
+2% +$56.7K 2.56% 5
2022
Q3 		$2.25M Buy
4,459
+741
+20% +$390K 2.43% 7
2022
Q2 		$1.91M Buy
3,718
+27
+0.7% +$13.6K 1.99% 14
2022
Q1 		$1.88M Buy
3,691
+206
+6% +$99.4K 1.41% 20
2021
Q4 		$1.75M Buy
+3,485
New +$1.58M 1.44% 22

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

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

Benchmark Investment Advisors reduced its UnitedHealth (UNH) stake by 37% in Q1 2025, selling an estimated $612K and leaving 2,032 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #40.

Benchmark Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.66M in Q2 2023. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Benchmark Investment Advisors held 2,032 shares of UnitedHealth worth $1.06M as of Q1 2025.
  • Benchmark Investment Advisors sold 1,197 UnitedHealth shares in Q1 2025, an estimated $612K.
  • UnitedHealth made up 0.69% of Benchmark Investment Advisors's portfolio in Q1 2025, its #40 holding.
  • Benchmark Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Benchmark Investment Advisors's UnitedHealth position peaked at $2.66M in Q2 2023.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

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