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	$210K	Buy	+400	New	+$204K	0.02%	363
2023 Q3	–	Sell	-18,000	Closed	-$8.65M	–	816
2023 Q2	$8.65M	Buy	+18,000	New	+$8.8M	0.58%	42
2022 Q4	–	Sell	-19,500	Closed	-$9.85M	–	973
2022 Q3	$9.85M	Buy	19,500 +6,700	+52%	+$3.52M	0.47%	41
2022 Q2	$6.57M	Buy	12,800 +2,200	+21%	+$1.1M	0.33%	77
2022 Q1	$5.41M	Sell	10,600 -29,900	-74%	-$14.4M	0.22%	123
2021 Q4	$20.3M	Buy	40,500 +2,300	+6%	+$1.04M	0.5%	48
2021 Q3	$14.9M	Buy	38,200 +1,300	+4%	+$538K	0.3%	71
2021 Q2	$14.8M	Sell	36,900 -52,200	-59%	-$20.8M	0.25%	94
2021 Q1	$33.2M	Buy	+89,100	New	+$30.9M	0.36%	54
2020 Q3	–	Sell	-7,300	Closed	-$2.15M	–	612
2020 Q2	$2.15M	Buy	+7,300	New	+$2.09M	0.07%	199

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

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.