HVP
UNH icon

Hudson Value Partners’s UnitedHealth UNH Stock Holding History

Hudson Value 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
-1,446
Closed -$732K – 105
2024
Q4 		$732K Buy
1,446
+377
+35% +$214K 0.27% 66
2024
Q3 		$625K Buy
1,069
+82
+8% +$46.4K 0.24% 70
2024
Q2 		$503K Sell
987
-114
-10% -$55.9K 0.21% 73
2024
Q1 		$545K Buy
1,101
+136
+14% +$69.1K 0.23% 72
2023
Q4 		$508K Buy
965
+111
+13% +$59.2K 0.24% 74
2023
Q3 		$431K Buy
854
+309
+57% +$152K 0.23% 78
2023
Q2 		$262K Buy
+545
New +$266K 0.13% 97

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hudson Value Partners's UNH Position: Q1 2025 in Review

Hudson Value Partners sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,446 shares — an estimated $732K sold.

Hudson Value Partners first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $732K in Q4 2024. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Hudson Value Partners reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Hudson Value Partners sold 1,446 UnitedHealth shares in Q1 2025, an estimated $732K.
  • Hudson Value Partners first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • Hudson Value Partners's UnitedHealth position peaked at $732K in Q4 2024.
  • 3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Hudson Value Partners's 13F filing for Q1 2025, filed 22 Apr 2025.