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FFT Wealth Management’s UnitedHealth UNH Stock Holding History

FFT Wealth Management’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
-1,456
Closed -$736K – 189
2024
Q4 		$736K Buy
1,456
+168
+13% +$95.5K 0.06% 72
2024
Q3 		$753K Buy
1,288
+136
+12% +$76.9K 0.06% 65
2024
Q2 		$586K Sell
1,152
-370
-24% -$181K 0.05% 64
2024
Q1 		$753K Buy
1,522
+358
+31% +$182K 0.06% 61
2023
Q4 		$613K Sell
1,164
-40
-3% -$21.3K 0.05% 55
2023
Q3 		$607K Buy
1,204
+59
+5% +$29K 0.08% 42
2023
Q2 		$550K Buy
1,145
+43
+4% +$21K 0.07% 41
2023
Q1 		$521K Buy
1,102
+160
+17% +$77.2K 0.06% 41
2022
Q4 		$499K Hold
942
– – 0.06% 38
2022
Q3 		$476K Buy
+942
New +$495K 0.07% 36
2021
Q4 		– Sell
-866
Closed -$338K – 101
2021
Q3 		$338K Buy
866
+287
+50% +$119K 0.03% 65
2021
Q2 		$232K Buy
+579
New +$231K 0.05% 56

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

FFT Wealth Management's UNH Position: Q1 2025 in Review

FFT Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,456 shares — an estimated $736K sold.

FFT Wealth Management first reported a position in UNH in Q2 2021 and held it in 12 quarters. The position peaked at $753K in Q1 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • FFT Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 1,456 UnitedHealth shares in Q1 2025, an estimated $736K.
  • FFT Wealth Management first reported a position in UnitedHealth in Q2 2021 and held it in 12 quarters.
  • FFT Wealth Management's UnitedHealth position peaked at $753K in Q1 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.