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Covington Investment Advisors’s UnitedHealth UNH Stock Holding History

Covington Investment Advisors’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
-25,363
Closed -$12.8M – 72
2024
Q4 		$12.8M Sell
25,363
-275
-1% -$156K 1.93% 17
2024
Q3 		$15M Buy
25,638
+50
+0.2% +$28.3K 2.25% 16
2024
Q2 		$13M Buy
25,588
+613
+2% +$300K 2.09% 17
2024
Q1 		$12.4M Buy
24,975
+2,997
+14% +$1.52M 2.01% 18
2023
Q4 		$11.6M Buy
21,978
+201
+0.9% +$107K 2.1% 17
2023
Q3 		$11M Buy
21,777
+690
+3% +$340K 2.25% 15
2023
Q2 		$10.1M Buy
21,087
+745
+4% +$364K 2.03% 15
2023
Q1 		$9.61M Sell
20,342
-110
-0.5% -$53.1K 2.11% 13
2022
Q4 		$10.8M Buy
20,452
+665
+3% +$352K 2.59% 8
2022
Q3 		$9.99M Buy
19,787
+60
+0.3% +$31.6K 2.59% 8
2022
Q2 		$10.1M Sell
19,727
-70
-0.4% -$35.2K 2.56% 9
2022
Q1 		$10.1M Sell
19,797
-618
-3% -$298K 2.11% 13
2021
Q4 		$10.3M Sell
20,415
-175
-0.8% -$79.2K 2.09% 15
2021
Q3 		$8.04M Buy
20,590
+106
+0.5% +$43.9K 1.73% 17
2021
Q2 		$8.2M Buy
20,484
+236
+1% +$94.1K 1.8% 16
2021
Q1 		$7.53M Sell
20,248
-8,007
-28% -$2.77M 1.82% 17
2020
Q4 		$9.91M Sell
28,255
-24
-0.1% -$8.04K 2.56% 13
2020
Q3 		$8.82M Sell
28,279
-120
-0.4% -$36.9K 2.53% 12
2020
Q2 		$8.36M Buy
28,399
+130
+0.5% +$37.3K 2.57% 11
2020
Q1 		$7.05M Buy
28,269
+1,200
+4% +$330K 2.68% 8
2019
Q4 		$7.96M Buy
27,069
+5,325
+24% +$1.39M 2.45% 6
2019
Q3 		$4.72M Hold
21,744
– – 1.6% 18
2019
Q2 		$5.31M Buy
21,744
+335
+2% +$80.6K 1.73% 17
2019
Q1 		$5.29M Buy
21,409
+505
+2% +$129K 1.79% 16
2018
Q4 		$5.21M Sell
20,904
-532
-2% -$141K 1.98% 13
2018
Q3 		$5.7M Sell
21,436
-720
-3% -$187K 1.86% 15
2018
Q2 		$5.44M Buy
22,156
+36
+0.2% +$8.64K 1.87% 16
2018
Q1 		$4.73K Buy
22,120
+325
+1% +$74.2K 1.52% 26
2017
Q4 		$4.8M Buy
21,795
+625
+3% +$132K 1.64% 22
2017
Q3 		$4.15M Sell
21,170
-625
-3% -$121K 1.57% 25
2017
Q2 		$4.04M Sell
21,795
-196
-0.9% -$34.4K 1.54% 25
2017
Q1 		$3.61M Buy
21,991
+370
+2% +$60.6K 1.44% 27
2016
Q4 		$3.46M Sell
21,621
-255
-1% -$38.1K 1.47% 28
2016
Q3 		$3.06M Sell
21,876
-740
-3% -$104K 1.39% 33
2016
Q2 		$3.19M Sell
22,616
-350
-2% -$46.7K 1.41% 31
2016
Q1 		$2.96M Sell
22,966
-605
-3% -$71.6K 1.35% 37
2015
Q4 		$2.77M Sell
23,571
-400
-2% -$46.8K 1.28% 40
2015
Q3 		$2.78M Buy
23,971
+200
+0.8% +$23.9K 1.47% 28
2015
Q2 		$2.9M Buy
23,771
+13,386
+129% +$1.58M 1.81% 14
2015
Q1 		$1.23M Buy
10,385
+365
+4% +$40.5K 0.85% 53
2014
Q4 		$1.01M Buy
10,020
+280
+3% +$26.5K 0.55% 60
2014
Q3 		$840K Buy
9,740
+75
+0.8% +$6.34K 0.49% 62
2014
Q2 		$790K Sell
9,665
-750
-7% -$59K 0.46% 66
2014
Q1 		$854K Buy
10,415
+165
+2% +$12.4K 0.51% 60
2013
Q4 		$772K Buy
10,250
+530
+5% +$38.1K 0.5% 58
2013
Q3 		$696K Hold
9,720
– – 0.47% 61
2013
Q2 		$637K Buy
+9,720
New +$605K 0.44% 63

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

Covington Investment Advisors's UNH Position: Q1 2025 in Review

Covington Investment Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 25,363 shares — an estimated $12.8M sold.

Covington Investment Advisors first reported a position in UNH in Q2 2013 and held it in 47 quarters. The position peaked at $15M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Covington Investment Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Covington Investment Advisors sold 25,363 UnitedHealth shares in Q1 2025, an estimated $12.8M.
  • Covington Investment Advisors first reported a position in UnitedHealth in Q2 2013 and held it in 47 quarters.
  • Covington Investment Advisors's UnitedHealth position peaked at $15M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Covington Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.