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CAAS Capital Management’s UnitedHealth UNH Stock Holding History

CAAS Capital Management’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 		$15.7K Buy
+30
New +$15.3K ﹤0.01% 446
2023
Q3 		– Sell
-3,220
Closed -$1.55M – 817
2023
Q2 		$1.55M Buy
+3,220
New +$1.57M 0.1% 196
2022
Q4 		– Sell
-7,831
Closed -$3.96M – 974
2022
Q3 		$3.96M Buy
+7,831
New +$4.12M 0.19% 163

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

CAAS Capital Management's UNH Position: Q1 2025 in Review

CAAS Capital Management opened a new position in UnitedHealth (UNH) in Q1 2025: 30 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: CAAS Capital Management previously reported a position in UNH as recently as Q2 2023.

CAAS Capital Management first reported a position in UNH in Q3 2022 and has held it in 3 quarters since. The position peaked at $3.96M in Q3 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • CAAS Capital Management held 30 shares of UnitedHealth worth $15.7K as of Q1 2025.
  • UnitedHealth was a new CAAS Capital Management position in Q1 2025.
  • UnitedHealth made up ﹤0.01% of CAAS Capital Management's portfolio in Q1 2025, its #446 holding.
  • CAAS Capital Management first reported a position in UnitedHealth in Q3 2022 and has held it in 3 quarters since.
  • CAAS Capital Management's UnitedHealth position peaked at $3.96M in Q3 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.