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Concourse Financial Group Securities’s UnitedHealth UNH Stock Holding History

Concourse Financial Group Securities’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
-11,790
Closed -$6.13M – 1943
2024
Q4 		$6.13M Sell
11,790
-28
-0.2% -$15.9K 0.35% 63
2024
Q3 		$6.91M Sell
11,818
-296
-2% -$167K 0.41% 47
2024
Q2 		$6.17M Sell
12,114
-123
-1% -$60.3K 0.39% 52
2024
Q1 		$6.05M Buy
12,237
+1,033
+9% +$525K 0.39% 53
2023
Q4 		$5.9M Buy
11,204
+120
+1% +$64K 0.42% 45
2023
Q3 		$5.59M Buy
11,084
+92
+0.8% +$45.3K 0.43% 46
2023
Q2 		$5.28M Buy
10,992
+582
+6% +$285K 0.4% 52
2023
Q1 		$4.92M Buy
10,410
+460
+5% +$222K 0.38% 60
2022
Q4 		$5.28M Sell
9,950
-15
-0.2% -$7.95K 0.43% 50
2022
Q3 		$5.03M Buy
9,965
+77
+0.8% +$40.5K 0.48% 43
2022
Q2 		$5.08M Buy
9,888
+1,414
+17% +$710K 0.43% 45
2022
Q1 		$4.32M Sell
8,474
-1,631
-16% -$787K 0.32% 74
2021
Q4 		$5.07M Buy
10,105
+893
+10% +$404K 0.29% 77
2021
Q3 		$3.6M Buy
9,212
+447
+5% +$185K 0.22% 101
2021
Q2 		$3.51M Buy
8,765
+501
+6% +$200K 0.22% 98
2021
Q1 		$3.08M Buy
8,264
+561
+7% +$194K 0.22% 102
2020
Q4 		$2.7M Buy
7,703
+825
+12% +$277K 0.2% 109
2020
Q3 		$2.14M Buy
6,878
+16
+0.2% +$4.92K 0.19% 115
2020
Q2 		$2.02M Buy
6,862
+192
+3% +$55K 0.2% 106
2020
Q1 		$1.66M Buy
6,670
+750
+13% +$206K 0.18% 118
2019
Q4 		$1.74M Buy
5,920
+4,211
+246% +$1.1M 0.17% 111
2019
Q3 		$371K Sell
1,709
-3,244
-65% -$783K 0.09% 173
2019
Q2 		$1.21M Buy
4,953
+324
+7% +$77.9K 0.12% 133
2019
Q1 		$1.14M Buy
4,629
+1,336
+41% +$341K 0.12% 146
2018
Q4 		$820K Buy
3,293
+2,720
+475% +$719K 0.1% 185
2018
Q3 		$152K Buy
+573
New +$149K 0.04% 329

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

Concourse Financial Group Securities's UNH Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 11,790 shares — an estimated $6.13M sold.

Concourse Financial Group Securities first reported a position in UNH in Q3 2018 and held it in 26 quarters. The position peaked at $6.91M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 11,790 UnitedHealth shares in Q1 2025, an estimated $6.13M.
  • Concourse Financial Group Securities first reported a position in UnitedHealth in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's UnitedHealth position peaked at $6.91M in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.