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BSN Capital Partners’s UnitedHealth UNH Stock Holding History

BSN Capital 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
-72,818
Closed -$36.4M – 15
2024
Q4 		$36.4M Buy
72,818
+24,298
+50% +$13.8M 1.46% 10
2024
Q3 		$24.7M Buy
+48,520
New +$27.4M 4.81% 3

Other funds holding UNH

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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

BSN Capital Partners's UNH Position: Q1 2025 in Review

BSN Capital Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 72,818 shares — an estimated $36.4M sold.

BSN Capital Partners first reported a position in UNH in Q3 2024 and held it in 2 quarters. The position peaked at $36.4M in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • BSN Capital Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • BSN Capital Partners sold 72,818 UnitedHealth shares in Q1 2025, an estimated $36.4M.
  • BSN Capital Partners first reported a position in UnitedHealth in Q3 2024 and held it in 2 quarters.
  • BSN Capital Partners's UnitedHealth position peaked at $36.4M in Q4 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on BSN Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.