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Financial Advisory Partners’s UnitedHealth UNH Stock Holding History

Financial Advisory 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
-6,235
Closed -$3.15M – 67
2024
Q4 		$3.15M Sell
6,235
-38
-0.6% -$21.6K 1.05% 38
2024
Q3 		$3.67M Sell
6,273
-142
-2% -$80.3K 1.22% 35
2024
Q2 		$3.27M Sell
6,415
-150
-2% -$73.5K 1.22% 36
2024
Q1 		$3.25M Sell
6,565
-962
-13% -$489K 1.26% 38
2023
Q4 		$3.96M Sell
7,527
-117
-2% -$62.4K 1.44% 29
2023
Q3 		$3.85M Sell
7,644
-28
-0.4% -$13.8K 1.55% 21
2023
Q2 		$3.69M Buy
7,672
+53
+0.7% +$25.9K 1.42% 37
2023
Q1 		$3.6M Buy
+7,619
New +$3.68M 1.43% 35

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

Financial Advisory Partners's UNH Position: Q1 2025 in Review

Financial Advisory Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 6,235 shares — an estimated $3.15M sold.

Financial Advisory Partners first reported a position in UNH in Q1 2023 and held it in 8 quarters. The position peaked at $3.96M in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Financial Advisory Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Financial Advisory Partners sold 6,235 UnitedHealth shares in Q1 2025, an estimated $3.15M.
  • Financial Advisory Partners first reported a position in UnitedHealth in Q1 2023 and held it in 8 quarters.
  • Financial Advisory Partners's UnitedHealth position peaked at $3.96M in Q4 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Financial Advisory Partners's 13F filing for Q1 2025, filed 10 Apr 2025.