Denver PWM’s UnitedHealth UNH Stock Holding History

Denver PWM’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	-27	Closed	-$13.7K	–	212
2024 Q4	$13.7K	Hold	27	–	–	0.01%	154
2024 Q3	$15.8K	Hold	27	–	–	0.01%	151
2024 Q2	$13.8K	Buy	+27	New	+$13.2K	0.01%	171

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Denver PWM's UNH Position: Q1 2025 in Review

Denver PWM sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 27 shares — an estimated $13.7K sold.

Denver PWM first reported a position in UNH in Q2 2024 and held it in 3 quarters. The position peaked at $15.8K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Denver PWM reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 27 UnitedHealth shares in Q1 2025, an estimated $13.7K.
Denver PWM first reported a position in UnitedHealth in Q2 2024 and held it in 3 quarters.
Denver PWM's UnitedHealth position peaked at $15.8K in Q3 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.