Consulta’s UnitedHealth UNH Stock Holding History

Consulta’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	-275,000	Closed	-$139M	–	14
2024 Q4	$139M	Hold	275,000	–	–	9.11%	6
2024 Q3	$161M	Sell	275,000 -25,000	-8%	-$14.1M	9.93%	3
2024 Q2	$153M	Buy	300,000 +50,000	+20%	+$24.5M	10.41%	2
2024 Q1	$124M	Sell	250,000 -50,000	-17%	-$25.4M	7.97%	5
2023 Q4	$158M	Sell	300,000 -75,000	-20%	-$40M	10.4%	2
2023 Q3	$189M	Buy	375,000 +75,000	+25%	+$36.9M	13.58%	1
2023 Q2	$144M	Buy	300,000 +75,000	+33%	+$36.7M	10.02%	3
2023 Q1	$106M	Buy	225,000 +100,000	+80%	+$48.3M	8.37%	4
2022 Q4	$66.3M	Buy	125,000 +47,500	+61%	+$25.2M	5.69%	9
2022 Q3	$39.1M	Sell	77,500 -77,500	-50%	-$40.8M	3.91%	11
2022 Q2	$79.6M	Sell	155,000 -85,000	-35%	-$42.7M	5.19%	10
2022 Q1	$122M	Sell	240,000 -383,000	-61%	-$185M	6.14%	8
2021 Q4	$313M	Sell	623,000 -77,000	-11%	-$34.9M	15.45%	2
2021 Q3	$274M	Sell	700,000 -125,000	-15%	-$51.8M	13.63%	3
2021 Q2	$330M	Sell	825,000 -25,000	-3%	-$9.97M	15.56%	2
2021 Q1	$316M	Buy	850,000 +100,000	+13%	+$34.7M	16.29%	1
2020 Q4	$263M	Hold	750,000	–	–	14.26%	1
2020 Q3	$234M	Buy	750,000 +150,000	+25%	+$46.1M	15.66%	1
2020 Q2	$177M	Hold	600,000	–	–	13.36%	1
2020 Q1	$150M	Buy	600,000 +150,000	+33%	+$41.3M	12.32%	2
2019 Q4	$132M	Buy	450,000 +200,000	+80%	+$52.3M	11.05%	4
2019 Q3	$54.3M	Buy	+250,000	New	+$60.3M	4.67%	9

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Consulta's UNH Position: Q1 2025 in Review

Consulta sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 275,000 shares — an estimated $139M sold.

Consulta first reported a position in UNH in Q3 2019 and held it in 22 quarters. The position peaked at $330M in Q2 2021. 3,608 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Consulta reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Consulta sold 275,000 UnitedHealth shares in Q1 2025, an estimated $139M.
Consulta first reported a position in UnitedHealth in Q3 2019 and held it in 22 quarters.
Consulta's UnitedHealth position peaked at $330M in Q2 2021.
3,608 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Consulta's 13F filing for Q1 2025, filed 15 May 2025.