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Catalyst Funds Management’s UnitedHealth UNH Stock Holding History

Catalyst Funds 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 		– Sell
-1,100
Closed -$556K – 591
2024
Q4 		$556K Buy
+1,100
New +$625K 0.14% 144
2024
Q3 		– Sell
-2,100
Closed -$1.07M – 1614
2024
Q2 		$1.07M Buy
+2,100
New +$1.03M 0.29% 55

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

Catalyst Funds Management's UNH Position: Q1 2025 in Review

Catalyst Funds Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,100 shares — an estimated $556K sold.

Catalyst Funds Management first reported a position in UNH in Q2 2024 and held it in 2 quarters. The position peaked at $1.07M in Q2 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Catalyst Funds Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 1,100 UnitedHealth shares in Q1 2025, an estimated $556K.
  • Catalyst Funds Management first reported a position in UnitedHealth in Q2 2024 and held it in 2 quarters.
  • Catalyst Funds Management's UnitedHealth position peaked at $1.07M in Q2 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Catalyst Funds Management's 13F filing for Q1 2025, filed 14 May 2025.