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Howard Capital Management Group’s UnitedHealth UNH Stock Holding History

Howard Capital Management 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
-584
Closed -$295K – 144
2024
Q4 		$295K Hold
584
– – 0.02% 102
2024
Q3 		$341K Buy
+584
New +$330K 0.02% 99

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

Howard Capital Management Group's UNH Position: Q1 2025 in Review

Howard Capital Management Group sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 584 shares — an estimated $295K sold.

Howard Capital Management Group first reported a position in UNH in Q3 2024 and held it in 2 quarters. The position peaked at $341K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Howard Capital Management Group reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Howard Capital Management Group sold 584 UnitedHealth shares in Q1 2025, an estimated $295K.
  • Howard Capital Management Group first reported a position in UnitedHealth in Q3 2024 and held it in 2 quarters.
  • Howard Capital Management Group's UnitedHealth position peaked at $341K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Howard Capital Management Group's 13F filing for Q1 2025, filed 16 Apr 2025.