BLB&B Advisors’s UnitedHealth UNH Stock Holding History

BLB&B 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 Q2	–	Sell	-419	Closed	-$219K	–	283
2025 Q1	$219K	Sell	419 -28	-6%	-$14.3K	0.01%	260
2024 Q4	$226K	Buy	447 +14	+3%	+$7.96K	0.01%	249
2024 Q3	$253K	Buy	433 +15	+4%	+$8.48K	0.01%	245
2024 Q2	$213K	Sell	418 -1	-0.2%	-$490	0.01%	259
2024 Q1	$207K	Sell	419 -147	-26%	-$74.7K	0.01%	267
2023 Q4	$298K	Buy	+566	New	+$302K	0.02%	213
2022 Q1	–	Sell	-440	Closed	-$221K	–	260
2021 Q4	$221K	Buy	+440	New	+$199K	0.01%	245
2019 Q2	–	Sell	-997	Closed	-$247K	–	286
2019 Q1	$247K	Sell	997 -201	-17%	-$51.3K	0.03%	245
2018 Q4	$298K	Buy	1,198 +66	+6%	+$17.4K	0.04%	216
2018 Q3	$301K	Buy	1,132 +10	+0.9%	+$2.6K	0.04%	239
2018 Q2	$275K	Hold	1,122	–	–	0.04%	250
2018 Q1	$240K	Hold	1,122	–	–	0.03%	261
2017 Q4	$247K	Sell	1,122 -96	-8%	-$20.3K	0.04%	256
2017 Q3	$239K	Buy	+1,218	New	+$235K	0.04%	259

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return