Heritage Wealth Partners’s UnitedHealth UNH Stock Holding History

Heritage Wealth 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 Q1	$416K	Sell	795 -971	-55%	-$496K	0.63%	31
2024 Q4	$893K	Sell	1,766 -7	-0.4%	-$3.98K	1.12%	23
2024 Q3	$1.04M	Buy	1,773 +1,004	+131%	+$568K	1.22%	22
2024 Q2	$392K	Sell	769 -941	-55%	-$461K	0.57%	36
2024 Q1	$900K	Hold	1,710	–	–	1.84%	19
2023 Q4	$900K	Sell	1,710 -140	-8%	-$74.7K	1.84%	19
2023 Q3	$933K	Buy	1,850 +260	+16%	+$128K	1.99%	18
2023 Q2	$764K	Buy	+1,590	New	+$777K	0.45%	42
2023 Q1	–	Sell	-1,821	Closed	-$991K	–	54
2022 Q4	$991K	Buy	+1,821	New	+$965K	0.91%	22

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Partners's UNH Position: Q1 2025 in Review

Heritage Wealth Partners reduced its UnitedHealth (UNH) stake by 55% in Q1 2025, selling an estimated $496K and leaving 795 shares worth $416K. The position accounts for 0.63% of the portfolio, ranked #31.

Heritage Wealth Partners first reported a position in UNH in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Heritage Wealth Partners held 795 shares of UnitedHealth worth $416K as of Q1 2025.
Heritage Wealth Partners sold 971 UnitedHealth shares in Q1 2025, an estimated $496K.
UnitedHealth made up 0.63% of Heritage Wealth Partners's portfolio in Q1 2025, its #31 holding.
Heritage Wealth Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's UnitedHealth position peaked at $1.04M in Q3 2024.
3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.