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Blueprint Investment Partners’s UnitedHealth UNH Stock Holding History

Blueprint Investment Partners’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
-1,302
Closed -$659K – 198
2024
Q4 		$659K Sell
1,302
-1,756
-57% -$998K 0.1% 105
2024
Q3 		$1.79M Buy
3,058
+2,417
+377% +$1.37M 0.32% 47
2024
Q2 		$327K Sell
641
-43
-6% -$21.1K 0.07% 99
2024
Q1 		$338K Sell
684
-3,020
-82% -$1.54M 0.07% 109
2023
Q4 		$1.95M Buy
3,704
+2,478
+202% +$1.32M 0.54% 39
2023
Q3 		$618K Buy
+1,226
New +$603K 0.2% 56
2023
Q2 		– Sell
-562
Closed -$266K – 238
2023
Q1 		$266K Sell
562
-5,965
-91% -$2.88M 0.06% 196
2022
Q4 		$3.46M Buy
6,527
+471
+8% +$249K 0.73% 31
2022
Q3 		$3.06M Buy
6,056
+1,338
+28% +$704K 0.83% 22
2022
Q2 		$2.42M Buy
4,718
+1,196
+34% +$601K 0.65% 29
2022
Q1 		$1.8M Buy
3,522
+753
+27% +$363K 0.46% 53
2021
Q4 		$1.39M Buy
2,769
+1,200
+76% +$543K 0.34% 70
2021
Q3 		$613K Buy
+1,569
New +$650K 0.31% 53

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

Blueprint Investment Partners's UNH Position: Q1 2025 in Review

Blueprint Investment Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,302 shares — an estimated $659K sold.

Blueprint Investment Partners first reported a position in UNH in Q3 2021 and held it in 13 quarters. The position peaked at $3.46M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Blueprint Investment Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Blueprint Investment Partners sold 1,302 UnitedHealth shares in Q1 2025, an estimated $659K.
  • Blueprint Investment Partners first reported a position in UnitedHealth in Q3 2021 and held it in 13 quarters.
  • Blueprint Investment Partners's UnitedHealth position peaked at $3.46M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Blueprint Investment Partners's 13F filing for Q1 2025, filed 12 May 2025.