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Channel Wealth’s UnitedHealth UNH Stock Holding History

Channel Wealth’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
-6,257
Closed -$3.17M – 177
2024
Q4 		$3.17M Sell
6,257
-1,029
-14% -$585K 1.03% 29
2024
Q3 		$4.26M Sell
7,286
-1,339
-16% -$757K 1.4% 21
2024
Q2 		$4.39M Buy
8,625
+877
+11% +$430K 1.59% 17
2024
Q1 		$3.83M Buy
7,748
+1,353
+21% +$688K 1.54% 19
2023
Q4 		$3.37M Sell
6,395
-29
-0.5% -$15.5K 1.59% 16
2023
Q3 		$3.24M Buy
6,424
+775
+14% +$381K 1.81% 9
2023
Q2 		$2.72M Buy
5,649
+3,544
+168% +$1.73M 1.56% 12
2023
Q1 		$995K Buy
+2,105
New +$1.02M 0.64% 45

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

Channel Wealth's UNH Position: Q1 2025 in Review

Channel Wealth sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 6,257 shares — an estimated $3.17M sold.

Channel Wealth first reported a position in UNH in Q1 2023 and held it in 8 quarters. The position peaked at $4.39M in Q2 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Channel Wealth reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Channel Wealth sold 6,257 UnitedHealth shares in Q1 2025, an estimated $3.17M.
  • Channel Wealth first reported a position in UnitedHealth in Q1 2023 and held it in 8 quarters.
  • Channel Wealth's UnitedHealth position peaked at $4.39M in Q2 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Channel Wealth's 13F filing for Q1 2025, filed 10 Apr 2025.