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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 		$7.86M 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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cyrus J. Lawrence's UNH Position: Q1 2025 in Review

Cyrus J. Lawrence sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 611 shares — an estimated $309K sold.

Cyrus J. Lawrence first reported a position in UNH in Q1 2022 and held it in 11 quarters. The position peaked at $8.86M in Q2 2022. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Cyrus J. Lawrence reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Cyrus J. Lawrence sold 611 UnitedHealth shares in Q1 2025, an estimated $309K.
  • Cyrus J. Lawrence first reported a position in UnitedHealth in Q1 2022 and held it in 11 quarters.
  • Cyrus J. Lawrence's UnitedHealth position peaked at $8.86M in Q2 2022.
  • 3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.