EWA
UNH icon

ERTS Wealth Advisors’s UnitedHealth UNH Stock Holding History

ERTS Wealth Advisors’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
-441
Closed -$223K – 86
2024
Q4 		$223K Sell
441
-6
-1% -$3.41K 0.04% 83
2024
Q3 		$261K Buy
447
+2
+0.4% +$1.13K 0.05% 83
2024
Q2 		$227K Buy
445
+3
+0.7% +$1.47K 0.05% 84
2024
Q1 		$219K Hold
442
– – 0.04% 85
2023
Q4 		$233K Sell
442
-4
-0.9% -$2.13K 0.05% 81
2023
Q3 		$225K Sell
446
-47
-10% -$23.1K 0.05% 79
2023
Q2 		$237K Buy
493
+35
+8% +$17.1K 0.06% 82
2023
Q1 		$216K Sell
458
-120
-21% -$57.9K 0.05% 87
2022
Q4 		$306K Sell
578
-31
-5% -$16.4K 0.08% 76
2022
Q3 		$308K Hold
609
– – 0.09% 65
2022
Q2 		$313K Buy
609
+3
+0.5% +$1.51K 0.09% 66
2022
Q1 		$309K Sell
606
-106
-15% -$51.1K 0.09% 66
2021
Q4 		$358K Hold
712
– – 0.09% 61
2021
Q3 		$278K Sell
712
-40
-5% -$16.6K 0.07% 67
2021
Q2 		$301K Sell
752
-6
-0.8% -$2.39K 0.08% 66
2021
Q1 		$282K Buy
758
+22
+3% +$7.62K 0.08% 70
2020
Q4 		$258K Buy
736
+5
+0.7% +$1.68K 0.08% 66
2020
Q3 		$228K Sell
731
-295
-29% -$90.6K 0.09% 67
2020
Q2 		$303K Sell
1,026
-79
-7% -$22.6K 0.12% 64
2020
Q1 		$276K Sell
1,105
-45
-4% -$12.4K 0.13% 66
2019
Q4 		$338K Sell
1,150
-67
-6% -$17.5K 0.15% 60
2019
Q3 		$264K Hold
1,217
– – 0.13% 69
2019
Q2 		$297K Buy
1,217
+152
+14% +$36.6K 0.16% 64
2019
Q1 		$263K Buy
1,065
+335
+46% +$85.4K 0.16% 70
2018
Q4 		$182K Buy
+730
New +$193K 0.13% 77

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

ERTS Wealth Advisors's UNH Position: Q1 2025 in Review

ERTS Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 441 shares — an estimated $223K sold.

ERTS Wealth Advisors first reported a position in UNH in Q4 2018 and held it in 25 quarters. The position peaked at $358K in Q4 2021. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • ERTS Wealth Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 441 UnitedHealth shares in Q1 2025, an estimated $223K.
  • ERTS Wealth Advisors first reported a position in UnitedHealth in Q4 2018 and held it in 25 quarters.
  • ERTS Wealth Advisors's UnitedHealth position peaked at $358K in Q4 2021.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on ERTS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.