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FWG Investments’s UnitedHealth UNH Stock Holding History

FWG Investments’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
-977
Closed -$494K – 116
2024
Q4 		$494K Sell
977
-7
-0.7% -$3.98K 0.38% 71
2024
Q3 		$575K Buy
984
+144
+17% +$81.4K 0.5% 53
2024
Q2 		$428K Buy
+840
New +$412K 0.43% 62

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

FWG Investments's UNH Position: Q1 2025 in Review

FWG Investments sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 977 shares — an estimated $494K sold.

FWG Investments first reported a position in UNH in Q2 2024 and held it in 3 quarters. The position peaked at $575K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • FWG Investments reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 977 UnitedHealth shares in Q1 2025, an estimated $494K.
  • FWG Investments first reported a position in UnitedHealth in Q2 2024 and held it in 3 quarters.
  • FWG Investments's UnitedHealth position peaked at $575K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.