CJL
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Cyrus J. Lawrence’s UnitedHealth UNH Stock Holding History

Cyrus J. Lawrence’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
-611
Closed -$309K – 161
2024
Q4 		$309K Buy
611
+30
+5% +$17K 0.06% 58
2024
Q3 		$339K Sell
581
-35
-6% -$19.8K 0.07% 57
2024
Q2 		$313K Sell
616
-15,269
-96% -$7.48M 0.06% 58
2024
Q1 		$7.86M Buy
+15,885
New +$8.08M 1.74% 28
2023
Q3 		$8.18M Sell
16,217
-130
-0.8% -$64K 2.24% 17
2023
Q2 		$7.86K Buy
16,347
+153
+0.9% +$74.8K 1.7% 20
2023
Q1 		$7.65M Sell
16,194
-143
-0.9% -$69K 2.23% 18
2022
Q4 		$8.66M Sell
16,337
-119
-0.7% -$63K 2.58% 12
2022
Q3 		$8.31M Sell
16,456
-794
-5% -$418K 1.63% 16
2022
Q2 		$8.86M Buy
17,250
+14,530
+534% +$7.3M 2.55% 14
2022
Q1 		$1.39M Buy
+2,720
New +$1.31M 0.32% 45

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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