Conquis Financial’s UnitedHealth UNH Stock Holding History

Conquis 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	–	Sell	-28	Closed	-$14.2K	–	187
2024 Q4	$14.2K	Buy	+28	New	+$15.9K	0.01%	56

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

Conquis Financial's UNH Position: Q1 2025 in Review

Conquis Financial sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 28 shares — an estimated $14.2K sold.

Conquis Financial first reported a position in UNH in Q4 2024 and held it in 1 quarter. The position peaked at $14.2K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Conquis Financial reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Conquis Financial sold 28 UnitedHealth shares in Q1 2025, an estimated $14.2K.
Conquis Financial first reported a position in UnitedHealth in Q4 2024 and held it in 1 quarter.
Conquis Financial's UnitedHealth position peaked at $14.2K in Q4 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Conquis Financial's 13F filing for Q1 2025, filed 9 May 2025.