BFAG
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Blackston Financial Advisory Group’s UnitedHealth UNH Stock Holding History

Blackston Financial Advisory Group’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
-1,086
Closed -$549K – 132
2024
Q4 		$549K Buy
1,086
+123
+13% +$69.9K 0.27% 58
2024
Q3 		$564K Buy
963
+416
+76% +$235K 0.29% 52
2024
Q2 		$279K Buy
+547
New +$268K 0.16% 55

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

Blackston Financial Advisory Group's UNH Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,086 shares — an estimated $549K sold.

Blackston Financial Advisory Group first reported a position in UNH in Q2 2024 and held it in 3 quarters. The position peaked at $564K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,086 UnitedHealth shares in Q1 2025, an estimated $549K.
  • Blackston Financial Advisory Group first reported a position in UnitedHealth in Q2 2024 and held it in 3 quarters.
  • Blackston Financial Advisory Group's UnitedHealth position peaked at $564K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.