Horan Capital Advisors’s UnitedHealth UNH Stock Holding History

Horan Capital Advisors’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	$370K	Buy	707 +16	+2%	+$8.18K	0.12%	87
2024 Q4	$350K	Sell	691 -365	-35%	-$207K	0.12%	88
2024 Q3	$617K	Hold	1,056	–	–	0.21%	70
2024 Q2	$538K	Hold	1,056	–	–	0.19%	72
2024 Q1	$522K	Sell	1,056 -89	-8%	-$45.2K	0.19%	74
2023 Q4	$603K	Buy	1,145 +57	+5%	+$30.4K	0.22%	67
2023 Q3	$549K	Buy	1,088 +624	+134%	+$307K	0.22%	68
2023 Q2	$223K	Sell	464 -11	-2%	-$5.38K	0.09%	101
2023 Q1	$224K	Buy	+475	New	+$229K	0.09%	97
2020 Q4	–	Sell	-305	Closed	-$95K	–	265
2020 Q3	$95K	Buy	+305	New	+$93.7K	0.05%	121
2020 Q1	–	Sell	-275	Closed	-$81K	–	237
2019 Q4	$81K	Hold	275	–	–	0.05%	117
2019 Q3	$60K	Buy	+275	New	+$66.4K	0.04%	135
2019 Q2	–	Sell	-275	Closed	-$68K	–	228
2019 Q1	$68K	Buy	+275	New	+$70.1K	0.04%	126
2017 Q4	–	Sell	-320	Closed	-$63K	–	255
2017 Q3	$63K	Buy	+320	New	+$61.8K	0.04%	131

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 $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Horan Capital Advisors's UNH Position: Q1 2025 in Review

Horan Capital Advisors increased its UnitedHealth (UNH) stake by 2.3% in Q1 2025, buying an estimated $8.18K and bringing the position to 707 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #87.

Horan Capital Advisors first reported a position in UNH in Q3 2017 and has held it in 14 quarters since. The position peaked at $617K in Q3 2024. 3,605 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Horan Capital Advisors held 707 shares of UnitedHealth worth $370K as of Q1 2025.
Horan Capital Advisors bought 16 UnitedHealth shares in Q1 2025, an estimated $8.18K.
UnitedHealth made up 0.12% of Horan Capital Advisors's portfolio in Q1 2025, its #87 holding.
Horan Capital Advisors first reported a position in UnitedHealth in Q3 2017 and has held it in 14 quarters since.
Horan Capital Advisors's UnitedHealth position peaked at $617K in Q3 2024.
3,605 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.