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FPC Investment Advisory’s UnitedHealth UNH Stock Holding History

FPC Investment Advisory’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
-106
Closed -$57.5K – 253
2024
Q4 		$57.5K Buy
106
+95
+864% +$54K 0.04% 46
2024
Q3 		$6.42K Hold
11
– – 0.01% 45
2024
Q2 		$6.31K Hold
11
– – 0.01% 48
2024
Q1 		$5.36K Buy
+11
New +$5.59K 0.01% 49

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

FPC Investment Advisory's UNH Position: Q1 2025 in Review

FPC Investment Advisory sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 106 shares — an estimated $57.5K sold.

FPC Investment Advisory first reported a position in UNH in Q1 2024 and held it in 4 quarters. The position peaked at $57.5K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • FPC Investment Advisory reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • FPC Investment Advisory sold 106 UnitedHealth shares in Q1 2025, an estimated $57.5K.
  • FPC Investment Advisory first reported a position in UnitedHealth in Q1 2024 and held it in 4 quarters.
  • FPC Investment Advisory's UnitedHealth position peaked at $57.5K in Q4 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.