Collier Financial’s UnitedHealth UNH Stock Holding History

Collier Financial’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	$10K	Hold	19	–	–	0.01%	106
2024 Q4	$9.64K	Buy	+19	New	+$10.8K	0.01%	98

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

Collier Financial's UNH Position: Q1 2025 in Review

Collier Financial held its UnitedHealth (UNH) position steady in Q1 2025 at 19 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #106.

Collier Financial first reported a position in UNH in Q4 2024 and has held it in 2 quarters since. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Collier Financial held 19 shares of UnitedHealth worth $10K as of Q1 2025.
Collier Financial left its UnitedHealth share count unchanged in Q1 2025.
UnitedHealth made up 0.01% of Collier Financial's portfolio in Q1 2025, its #106 holding.
Collier Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 2 quarters since.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Collier Financial's 13F filing for Q1 2025, filed 15 Apr 2025.