Index Fund Advisors’s UnitedHealth UNH Stock Holding History

Index Fund 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	–	Sell	-781	Closed	-$395K	–	109
2024 Q4	$395K	Buy	781 +84	+12%	+$47.7K	0.02%	69
2024 Q3	$408K	Hold	697	–	–	0.02%	68
2024 Q2	$355K	Hold	697	–	–	0.02%	69
2024 Q1	$345K	Hold	697	–	–	0.02%	71
2023 Q4	$367K	Sell	697 -81	-10%	-$43.2K	0.02%	65
2023 Q3	$392K	Sell	778 -9	-1%	-$4.43K	0.03%	63
2023 Q2	$378K	Hold	787	–	–	0.02%	60
2023 Q1	$372K	Sell	787 -5	-0.6%	-$2.41K	0.03%	63
2022 Q4	$420K	Buy	792 +5	+0.6%	+$2.65K	0.03%	54
2022 Q3	$397K	Hold	787	–	–	0.03%	55
2022 Q2	$404K	Hold	787	–	–	0.03%	58
2022 Q1	$401K	Sell	787 -100	-11%	-$48.2K	0.03%	66
2021 Q4	$445K	Buy	+887	New	+$402K	0.03%	65

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Index Fund Advisors's UNH Position: Q1 2025 in Review

Index Fund Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 781 shares — an estimated $395K sold.

Index Fund Advisors first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $445K in Q4 2021. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Index Fund Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 781 UnitedHealth shares in Q1 2025, an estimated $395K.
Index Fund Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
Index Fund Advisors's UnitedHealth position peaked at $445K in Q4 2021.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.