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Intrepid Capital Management’s UnitedHealth UNH Stock Holding History

Intrepid Capital Management’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
-572
Closed -$289K – 117
2024
Q4 		$289K Buy
572
+44
+8% +$25K 0.15% 81
2024
Q3 		$309K Hold
528
– – 0.17% 81
2024
Q2 		$269K Buy
528
+40
+8% +$19.6K 0.17% 80
2024
Q1 		$241K Buy
488
+43
+10% +$21.9K 0.16% 83
2023
Q4 		$234K Buy
445
+31
+7% +$16.5K 0.16% 75
2023
Q3 		$209K Sell
414
-1
-0.2% -$492 0.14% 72
2023
Q2 		$200K Buy
+415
New +$203K 0.14% 72

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

Intrepid Capital Management's UNH Position: Q1 2025 in Review

Intrepid Capital Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 572 shares — an estimated $289K sold.

Intrepid Capital Management first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $309K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Intrepid Capital Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Intrepid Capital Management sold 572 UnitedHealth shares in Q1 2025, an estimated $289K.
  • Intrepid Capital Management first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • Intrepid Capital Management's UnitedHealth position peaked at $309K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Intrepid Capital Management's 13F filing for Q1 2025, filed 15 May 2025.