Bryce Point Capital’s UnitedHealth UNH Stock Holding History

Bryce Point Capital’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	-939	Closed	-$475K	–	438
2024 Q4	$475K	Buy	+939	New	+$534K	0.14%	338

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bryce Point Capital's UNH Position: Q1 2025 in Review

Bryce Point Capital sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 939 shares — an estimated $475K sold.

Bryce Point Capital first reported a position in UNH in Q4 2024 and held it in 1 quarter. The position peaked at $475K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Bryce Point Capital reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Bryce Point Capital sold 939 UnitedHealth shares in Q1 2025, an estimated $475K.
Bryce Point Capital first reported a position in UnitedHealth in Q4 2024 and held it in 1 quarter.
Bryce Point Capital's UnitedHealth position peaked at $475K in Q4 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Bryce Point Capital's 13F filing for Q1 2025, filed 7 May 2025.