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Hudson Edge Investment Partners’s UnitedHealth UNH Stock Holding History

Hudson Edge Investment 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 		– Sell
-11,524
Closed -$5.83M – 186
2024
Q4 		$5.83M Buy
11,524
+1,344
+13% +$764K 1.07% 37
2024
Q3 		$5.95M Sell
10,180
-2,222
-18% -$1.26M 1.1% 34
2024
Q2 		$6.32M Sell
12,402
-353
-3% -$173K 1.22% 12
2024
Q1 		$6.31M Buy
12,755
+1,772
+16% +$901K 1.23% 23
2023
Q4 		$5.78M Sell
10,983
-2,131
-16% -$1.14M 1.34% 22
2023
Q3 		$6.61M Sell
13,114
-10
-0.1% -$4.92K 2.16% 4
2023
Q2 		$6.31M Buy
13,124
+1,298
+11% +$635K 2.01% 5
2023
Q1 		$5.59M Buy
11,826
+2,913
+33% +$1.41M 1.74% 25
2022
Q4 		$4.72M Buy
8,913
+130
+1% +$68.9K 1.61% 33
2022
Q3 		$4.44M Sell
8,783
-1,369
-13% -$720K 1.65% 19
2022
Q2 		$5.21M Sell
10,152
-1,316
-11% -$661K 1.9% 6
2022
Q1 		$5.85M Sell
11,468
-699
-6% -$337K 1.84% 7
2021
Q4 		$6.11M Sell
12,167
-134
-1% -$60.7K 1.89% 7
2021
Q3 		$4.81M Sell
12,301
-330
-3% -$137K 1.58% 20
2021
Q2 		$5.06M Sell
12,631
-801
-6% -$319K 1.61% 18
2021
Q1 		$5M Buy
13,432
+2,100
+19% +$728K 1.65% 20
2020
Q4 		$3.97M Sell
11,332
-987
-8% -$331K 1.42% 41
2020
Q3 		$3.84M Sell
12,319
-7,461
-38% -$2.29M 1.54% 22
2020
Q2 		$5.83M Sell
19,780
-5,068
-20% -$1.45M 1.88% 11
2020
Q1 		$6.2M Buy
24,848
+914
+4% +$252K 2.35% 4
2019
Q4 		$7.04M Sell
23,934
-1,833
-7% -$480K 1.85% 14
2019
Q3 		$5.6M Sell
25,767
-445
-2% -$107K 1.57% 35
2019
Q2 		$6.4M Sell
26,212
-323
-1% -$77.7K 1.86% 16
2019
Q1 		$6.56M Sell
26,535
-1,231
-4% -$314K 1.98% 14
2018
Q4 		$6.92M Sell
27,766
-16,471
-37% -$4.35M 2.14% 7
2018
Q3 		$11.8M Sell
44,237
-522
-1% -$136K 2.09% 11
2018
Q2 		$11M Sell
44,759
-22,574
-34% -$5.42M 2.05% 8
2018
Q1 		$14.4M Sell
67,333
-4,987
-7% -$1.14M 2.18% 7
2017
Q4 		$15.9M Sell
72,320
-3,136
-4% -$665K 2.2% 6
2017
Q3 		$14.8M Sell
75,456
-16,015
-18% -$3.09M 2.1% 13
2017
Q2 		$17M Sell
91,471
-7,250
-7% -$1.27M 2.38% 7
2017
Q1 		$16.2M Sell
98,721
-335
-0.3% -$54.9K 2.16% 13
2016
Q4 		$15.9M Buy
99,056
+958
+1% +$143K 2.16% 11
2016
Q3 		$13.7M Sell
98,098
-7,400
-7% -$1.04M 2.05% 15
2016
Q2 		$14.9M Sell
105,498
-22,230
-17% -$2.96M 2.22% 6
2016
Q1 		$16.5M Buy
127,728
+6,622
+5% +$783K 1.63% 17
2015
Q4 		$14.2M Sell
121,106
-99,530
-45% -$11.6M 1.38% 38
2015
Q3 		$25.6M Sell
220,636
-61,516
-22% -$7.36M 1.38% 42
2015
Q2 		$34.4M Sell
282,152
-89,184
-24% -$10.5M 1.45% 43
2015
Q1 		$43.9M Sell
371,336
-201,194
-35% -$22.3M 1.81% 28
2014
Q4 		$57.9M Sell
572,530
-30,488
-5% -$2.89M 2.1% 14
2014
Q3 		$52M Sell
603,018
-116,587
-16% -$9.85M 1.91% 21
2014
Q2 		$58.8M Buy
719,605
+54,215
+8% +$4.27M 2.09% 10
2014
Q1 		$54.6M Sell
665,390
-68,520
-9% -$5.16M 2.07% 14
2013
Q4 		$55.3M Sell
733,910
-7,995
-1% -$574K 2.12% 10
2013
Q3 		$53.1M Sell
741,905
-184,241
-20% -$13.2M 2.2% 8
2013
Q2 		$60.6M Buy
+926,146
New +$57.6M 2.4% 6

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

Hudson Edge Investment Partners's UNH Position: Q1 2025 in Review

Hudson Edge Investment Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 11,524 shares — an estimated $5.83M sold.

Hudson Edge Investment Partners first reported a position in UNH in Q2 2013 and held it in 47 quarters. The position peaked at $60.6M in Q2 2013. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Hudson Edge Investment Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 11,524 UnitedHealth shares in Q1 2025, an estimated $5.83M.
  • Hudson Edge Investment Partners first reported a position in UnitedHealth in Q2 2013 and held it in 47 quarters.
  • Hudson Edge Investment Partners's UnitedHealth position peaked at $60.6M in Q2 2013.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Hudson Edge Investment Partners's 13F filing for Q1 2025, filed 28 Apr 2025.