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Custom Index Systems’s UnitedHealth UNH Stock Holding History

Custom Index Systems’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
-929
Closed -$470K – 357
2024
Q4 		$470K Buy
929
+45
+5% +$25.6K 0.25% 108
2024
Q3 		$517K Buy
884
+481
+119% +$272K 0.28% 108
2024
Q2 		$205K Sell
403
-264
-40% -$129K 0.12% 237
2024
Q1 		$330K Buy
+667
New +$339K 0.19% 179

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

Custom Index Systems's UNH Position: Q1 2025 in Review

Custom Index Systems sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 929 shares — an estimated $470K sold.

Custom Index Systems first reported a position in UNH in Q1 2024 and held it in 4 quarters. The position peaked at $517K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Custom Index Systems reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Custom Index Systems sold 929 UnitedHealth shares in Q1 2025, an estimated $470K.
  • Custom Index Systems first reported a position in UnitedHealth in Q1 2024 and held it in 4 quarters.
  • Custom Index Systems's UnitedHealth position peaked at $517K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.