Capital Market Strategies’s UnitedHealth UNH Stock Holding History

Capital Market Strategies’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 Q2	$600K	Buy	1,924 +275	+17%	+$105K	0.42%	47
2025 Q1	$864K	Sell	1,649 -236	-13%	-$121K	0.58%	36
2024 Q4	$954K	Sell	1,885 -102	-5%	-$58K	0.55%	34
2024 Q3	$1.16M	Sell	1,987 -4	-0.2%	-$2.26K	0.7%	30
2024 Q2	$1.01M	Sell	1,991 -394	-17%	-$193K	0.64%	31
2024 Q1	$1.18M	Sell	2,385 -106	-4%	-$53.9K	0.9%	25
2023 Q4	$1.31M	Sell	2,491 -50	-2%	-$26.7K	1.14%	16
2023 Q3	$1.29M	Buy	2,541 +80	+3%	+$39.4K	1.29%	15
2023 Q2	$1.18M	Buy	+2,461	New	+$1.2M	1.09%	18
2023 Q1	–	Sell	-2,400	Closed	-$1.27M	–	126
2022 Q4	$1.27M	Buy	2,400 +241	+11%	+$128K	1.37%	16
2022 Q3	$1.09M	Buy	2,159 +32	+2%	+$16.8K	1.23%	18
2022 Q2	$1.09M	Buy	2,127 +100	+5%	+$50.2K	1.15%	21
2022 Q1	$1.03M	Sell	2,027 -9	-0.4%	-$4.34K	0.89%	26
2021 Q4	$1.02M	Buy	+2,036	New	+$922K	0.84%	27

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Fidelity Investments

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return