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Dearborn Partners’s UnitedHealth UNH Stock Holding History

Dearborn Partners’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
-545
Closed -$276K – 273
2024
Q4 		$276K Buy
545
+42
+8% +$23.9K 0.01% 226
2024
Q3 		$294K Buy
+503
New +$285K 0.01% 227
2023
Q1 		– Sell
-792
Closed -$420K – 253
2022
Q4 		$420K Sell
792
-214
-21% -$113K 0.02% 170
2022
Q3 		$508K Buy
1,006
+165
+20% +$86.8K 0.02% 155
2022
Q2 		$432K Buy
841
+104
+14% +$52.2K 0.02% 158
2022
Q1 		$376K Buy
+737
New +$355K 0.01% 185
2019
Q1 		– Sell
-864
Closed -$215K – 218
2018
Q4 		$215K Buy
+864
New +$228K 0.02% 194

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

Dearborn Partners's UNH Position: Q1 2025 in Review

Dearborn Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 545 shares — an estimated $276K sold.

Dearborn Partners first reported a position in UNH in Q4 2018 and held it in 7 quarters. The position peaked at $508K in Q3 2022. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Dearborn Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Dearborn Partners sold 545 UnitedHealth shares in Q1 2025, an estimated $276K.
  • Dearborn Partners first reported a position in UnitedHealth in Q4 2018 and held it in 7 quarters.
  • Dearborn Partners's UnitedHealth position peaked at $508K in Q3 2022.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Dearborn Partners's 13F filing for Q1 2025, filed 8 May 2025.