BMM
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Buffington Mohr McNeal’s UnitedHealth UNH Stock Holding History

Buffington Mohr McNeal’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 		$214K Sell
409
-1,395
-77% -$713K 0.04% 107
2024
Q4 		$913K Buy
1,804
+23
+1% +$13.1K 0.15% 73
2024
Q3 		$1.04M Sell
1,781
-13
-0.7% -$7.35K 0.17% 74
2024
Q2 		$914K Buy
1,794
+40
+2% +$19.6K 0.16% 73
2024
Q1 		$868K Sell
1,754
-15
-0.8% -$7.63K 0.16% 73
2023
Q4 		$932K Buy
1,769
+56
+3% +$29.9K 0.19% 71
2023
Q3 		$864K Hold
1,713
– – 0.2% 75
2023
Q2 		$823K Sell
1,713
-121
-7% -$59.2K 0.18% 74
2023
Q1 		$867K Buy
1,834
+17
+0.9% +$8.2K 0.2% 74
2022
Q4 		$964K Sell
1,817
-1,370
-43% -$726K 0.22% 73
2022
Q3 		$1.61M Hold
3,187
– – 0.39% 47
2022
Q2 		$1.64M Sell
3,187
-45
-1% -$22.6K 0.36% 49
2022
Q1 		$1.65M Buy
3,232
+12
+0.4% +$5.79K 0.31% 54
2021
Q4 		$1.62M Hold
3,220
– – 0.28% 59
2021
Q3 		$1.26M Sell
3,220
-25
-0.8% -$10.4K 0.24% 61
2021
Q2 		$1.3M Sell
3,245
-15
-0.5% -$5.98K 0.25% 62
2021
Q1 		$1.21M Sell
3,260
-130
-4% -$45K 0.26% 63
2020
Q4 		$1.19M Sell
3,390
-100
-3% -$33.5K 0.28% 56
2020
Q3 		$1.09M Hold
3,490
– – 0.29% 57
2020
Q2 		$1.03M Buy
3,490
+224
+7% +$64.2K 0.29% 61
2020
Q1 		$815K Sell
3,266
-33
-1% -$9.08K 0.27% 59
2019
Q4 		$970K Buy
3,299
+214
+7% +$56K 0.27% 57
2019
Q3 		$670K Buy
3,085
+136
+5% +$32.8K 0.21% 79
2019
Q2 		$719K Sell
2,949
-504
-15% -$121K 0.22% 73
2019
Q1 		$854K Buy
3,453
+40
+1% +$10.2K 0.28% 64
2018
Q4 		$850K Buy
3,413
+752
+28% +$199K 0.34% 57
2018
Q3 		$708K Buy
2,661
+111
+4% +$28.9K 0.24% 75
2018
Q2 		$626K Buy
2,550
+50
+2% +$12K 0.24% 76
2018
Q1 		$535K Buy
2,500
+390
+18% +$89.1K 0.2% 83
2017
Q4 		$465K Sell
2,110
-25
-1% -$5.3K 0.18% 93
2017
Q3 		$454K Sell
2,135
-1,004
-32% -$194K 0.18% 93
2017
Q2 		$582K Buy
+3,139
New +$550K 0.23% 81

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

Buffington Mohr McNeal's UNH Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its UnitedHealth (UNH) stake by 77% in Q1 2025, selling an estimated $713K and leaving 409 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #107.

Buffington Mohr McNeal first reported a position in UNH in Q2 2017 and has held it in 32 quarters since. The position peaked at $1.65M in Q1 2022. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Buffington Mohr McNeal held 409 shares of UnitedHealth worth $214K as of Q1 2025.
  • Buffington Mohr McNeal sold 1,395 UnitedHealth shares in Q1 2025, an estimated $713K.
  • UnitedHealth made up 0.04% of Buffington Mohr McNeal's portfolio in Q1 2025, its #107 holding.
  • Buffington Mohr McNeal first reported a position in UnitedHealth in Q2 2017 and has held it in 32 quarters since.
  • Buffington Mohr McNeal's UnitedHealth position peaked at $1.65M in Q1 2022.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.