HI
UNH icon

Human Investing’s UnitedHealth UNH Stock Holding History

Human Investing’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
-273
Closed -$138K – 284
2024
Q4 		$138K Buy
+273
New +$155K 0.02% 103
2021
Q2 		– Sell
-312
Closed -$116K – 278
2021
Q1 		$116K Sell
312
-131
-30% -$45.4K 0.03% 123
2020
Q4 		$155K Sell
443
-14
-3% -$4.69K 0.04% 115
2020
Q3 		$143K Buy
457
+4
+0.9% +$1.23K 0.05% 110
2020
Q2 		$134K Buy
453
+67
+17% +$19.2K 0.05% 113
2020
Q1 		$96K Sell
386
-564
-59% -$155K 0.04% 114
2019
Q4 		$279K Sell
950
-7
-0.7% -$1.83K 0.09% 98
2019
Q3 		$208K Buy
957
+373
+64% +$90K 0.07% 104
2019
Q2 		$143K Buy
584
+25
+4% +$6.01K 0.05% 130
2019
Q1 		$138K Sell
559
-229
-29% -$58.4K 0.05% 122
2018
Q4 		$196K Buy
+788
New +$208K 0.08% 113

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

Human Investing's UNH Position: Q1 2025 in Review

Human Investing sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 273 shares — an estimated $138K sold.

Human Investing first reported a position in UNH in Q4 2018 and held it in 11 quarters. The position peaked at $279K in Q4 2019. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Human Investing reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Human Investing sold 273 UnitedHealth shares in Q1 2025, an estimated $138K.
  • Human Investing first reported a position in UnitedHealth in Q4 2018 and held it in 11 quarters.
  • Human Investing's UnitedHealth position peaked at $279K in Q4 2019.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.