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Giverny Capital’s UnitedHealth UNH Stock Holding History

Giverny Capital’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
-2,364
Closed -$1.2M – 63
2024
Q4 		$1.2M Buy
+2,364
New +$1.34M 0.04% 46
2023
Q1 		– Sell
-1,733
Closed -$919K – 65
2022
Q4 		$919K Buy
+1,733
New +$918K 0.06% 44
2022
Q2 		– Sell
-2,435
Closed -$1.24M – 65
2022
Q1 		$1.24M Sell
2,435
-1,628
-40% -$785K 0.07% 38
2021
Q4 		$2.04M Buy
4,063
+243
+6% +$110K 0.11% 38
2021
Q3 		$1.49M Buy
+3,820
New +$1.58M 0.09% 37
2020
Q3 		– Sell
-1,014
Closed -$299K – 57
2020
Q2 		$299K Buy
+1,014
New +$291K 0.03% 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

Giverny Capital's UNH Position: Q1 2025 in Review

Giverny Capital sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 2,364 shares — an estimated $1.2M sold.

Giverny Capital first reported a position in UNH in Q2 2020 and held it in 6 quarters. The position peaked at $2.04M in Q4 2021. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Giverny Capital reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Giverny Capital sold 2,364 UnitedHealth shares in Q1 2025, an estimated $1.2M.
  • Giverny Capital first reported a position in UnitedHealth in Q2 2020 and held it in 6 quarters.
  • Giverny Capital's UnitedHealth position peaked at $2.04M in Q4 2021.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Giverny Capital's 13F filing for Q1 2025, filed 13 May 2025.