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Goldstone Financial Group’s UnitedHealth UNH Stock Holding History

Goldstone Financial Group’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
-1,169
Closed -$591K – 219
2024
Q4 		$591K Buy
1,169
+203
+21% +$115K 0.09% 114
2024
Q3 		$565K Buy
966
+207
+27% +$117K 0.1% 108
2024
Q2 		$386K Buy
+759
New +$372K 0.08% 127

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

Goldstone Financial Group's UNH Position: Q1 2025 in Review

Goldstone Financial Group sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,169 shares — an estimated $591K sold.

Goldstone Financial Group first reported a position in UNH in Q2 2024 and held it in 3 quarters. The position peaked at $591K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Goldstone Financial Group reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 1,169 UnitedHealth shares in Q1 2025, an estimated $591K.
  • Goldstone Financial Group first reported a position in UnitedHealth in Q2 2024 and held it in 3 quarters.
  • Goldstone Financial Group's UnitedHealth position peaked at $591K in Q4 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Goldstone Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.