Garda Capital Partners’s UnitedHealth UNH Stock Holding History

Garda Capital 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 Q3	–	Sell	-800	Closed	-$250K	–	477
2025 Q2	$250K	Sell	800 -17,300	-96%	-$6.61M	0.01%	524
2025 Q1	$9.48M	Buy	+18,100	New	+$9.25M	0.24%	115
2024 Q4	–	Sell	-18,100	Closed	-$10.6M	–	499
2024 Q3	$10.6M	Buy	18,100 +9,800	+118%	+$5.54M	0.3%	96
2024 Q2	$4.23M	Sell	8,300 -4,700	-36%	-$2.3M	0.15%	178
2024 Q1	$6.43M	Buy	13,000 +10,000	+333%	+$5.08M	0.27%	114
2023 Q4	$1.58M	Hold	3,000	–	–	0.14%	170
2023 Q3	$1.51M	Buy	3,000 +1,000	+50%	+$492K	0.07%	274
2023 Q2	$961K	Hold	2,000	–	–	0.05%	247
2023 Q1	$945K	Sell	2,000 -13,500	-87%	-$6.51M	0.05%	244
2022 Q4	$8.22M	Buy	+15,500	New	+$8.21M	0.45%	49

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Garda Capital Partners's UNH Position: Q1 2024 in Review

Garda Capital Partners sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 865 shares — an estimated $440K sold.

Garda Capital Partners first reported a position in UNH in Q4 2022 and held it in 5 quarters. The position peaked at $1.59M in Q4 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Garda Capital Partners reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Garda Capital Partners sold 865 UnitedHealth shares in Q1 2024, an estimated $440K.
Garda Capital Partners first reported a position in UnitedHealth in Q4 2022 and held it in 5 quarters.
Garda Capital Partners's UnitedHealth position peaked at $1.59M in Q4 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Garda Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.