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Delta Financial Group’s UnitedHealth UNH Stock Holding History

Delta Financial Group’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 		$2.39M Buy
4,629
+2,989
+182% +$1.53M 0.55% 35
2024
Q4 		$830K Sell
1,640
-10
-0.6% -$5.68K 0.19% 85
2024
Q3 		$965K Buy
1,650
+17
+1% +$9.62K 0.36% 41
2024
Q2 		$832K Buy
1,633
+21
+1% +$10.3K 0.35% 41
2024
Q1 		$798K Buy
1,612
+16
+1% +$8.13K 0.23% 74
2023
Q4 		$840K Buy
1,596
+27
+2% +$14.4K 0.26% 68
2023
Q3 		$791K Buy
1,569
+66
+4% +$32.5K 0.27% 66
2023
Q2 		$723K Buy
1,503
+683
+83% +$334K 0.85% 36
2023
Q1 		$388K Hold
820
– – 0.15% 107
2022
Q4 		$436K Buy
+820
New +$434K 0.19% 96

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

Delta Financial Group's UNH Position: Q1 2025 in Review

Delta Financial Group increased its UnitedHealth (UNH) stake by 182% in Q1 2025, buying an estimated $1.53M and bringing the position to 4,629 shares worth $2.39M. The position accounts for 0.55% of the portfolio, ranked #35.

Delta Financial Group first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Delta Financial Group held 4,629 shares of UnitedHealth worth $2.39M as of Q1 2025.
  • Delta Financial Group bought 2,989 UnitedHealth shares in Q1 2025, an estimated $1.53M.
  • UnitedHealth made up 0.55% of Delta Financial Group's portfolio in Q1 2025, its #35 holding.
  • Delta Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.