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CCLA Investment Management’s UnitedHealth UNH Stock Holding History

CCLA Investment 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
-170,807
Closed -$86.5M – 60
2024
Q4 		$86.5M Sell
170,807
-95,786
-36% -$54.4M 1.37% 44
2024
Q3 		$130M Hold
266,593
– – 2% 14
2024
Q2 		$130M Buy
266,593
+2,657
+1% +$1.3M 2% 14
2024
Q1 		$130M Buy
263,936
+1,819
+0.7% +$925K 2% 18
2023
Q4 		$138M Buy
262,117
+2,402
+0.9% +$1.28M 2.25% 10
2023
Q3 		$131M Buy
259,715
+259
+0.1% +$127K 2.45% 7
2023
Q2 		$125M Buy
259,456
+12,083
+5% +$5.91M 2.22% 10
2023
Q1 		$117M Hold
247,373
– – 2.3% 7
2022
Q4 		$131M Buy
247,373
+1,234
+0.5% +$654K 2.96% 2
2022
Q3 		$125M Buy
+246,139
New +$129M 3.01% 3
2022
Q1 		$174M Sell
341,795
-6,234
-2% -$3.01M 3.14% 4
2021
Q4 		$175M Buy
348,029
+28,845
+9% +$13.1M 2.87% 4
2021
Q3 		$125M Buy
319,184
+23,707
+8% +$9.82M 2.07% 16
2021
Q2 		$118K Buy
295,477
+1,367
+0.5% +$545K 1.44% 19
2021
Q1 		$110M Buy
294,110
+11,958
+4% +$4.14M 2.19% 14
2020
Q4 		$97.9M Sell
282,152
-18,531
-6% -$6.21M 2.2% 13
2020
Q3 		$93.6M Sell
300,683
-9,401
-3% -$2.89M 2.54% 10
2020
Q2 		$91.4M Buy
+310,084
New +$88.9M 2.85% 8

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

CCLA Investment Management's UNH Position: Q1 2025 in Review

CCLA Investment Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 170,807 shares — an estimated $86.5M sold.

CCLA Investment Management first reported a position in UNH in Q2 2020 and held it in 18 quarters. The position peaked at $175M in Q4 2021. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • CCLA Investment Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • CCLA Investment Management sold 170,807 UnitedHealth shares in Q1 2025, an estimated $86.5M.
  • CCLA Investment Management first reported a position in UnitedHealth in Q2 2020 and held it in 18 quarters.
  • CCLA Investment Management's UnitedHealth position peaked at $175M in Q4 2021.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on CCLA Investment Management's 13F filing for Q1 2025, filed 9 May 2025.