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Ironsides Asset Advisors’s UnitedHealth UNH Stock Holding History

Ironsides Asset 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
-646
Closed -$327K – 74
2024
Q4 		$327K Hold
646
– – 0.09% 52
2024
Q3 		$378K Hold
646
– – 0.11% 54
2024
Q2 		$329K Hold
646
– – 0.11% 50
2024
Q1 		$320K Buy
646
+16
+3% +$8.13K 0.11% 58
2023
Q4 		$332K Sell
630
-58
-8% -$30.9K 0.14% 44
2023
Q3 		$347K Hold
688
– – 0.16% 48
2023
Q2 		$331K Buy
688
+194
+39% +$94.9K 0.14% 51
2023
Q1 		$234K Hold
494
– – 0.11% 71
2022
Q4 		$262K Sell
494
-9
-2% -$4.77K 0.12% 66
2022
Q3 		$254K Hold
503
– – 0.11% 65
2022
Q2 		$258K Hold
503
– – 0.1% 68
2022
Q1 		$256K Buy
503
+1
+0.2% +$482 0.08% 80
2021
Q4 		$252K Buy
+502
New +$227K 0.07% 82
2021
Q3 		– Sell
-575
Closed -$230K – 104
2021
Q2 		$230K Sell
575
-25
-4% -$9.97K 0.07% 92
2021
Q1 		$223K Hold
600
– – 0.07% 84
2020
Q4 		$210K Buy
+600
New +$201K 0.07% 77
2017
Q1 		– Sell
-1,950
Closed -$312K – 139
2016
Q4 		$312K Hold
1,950
– – 0.09% 122
2016
Q3 		$273K Hold
1,950
– – 0.07% 138
2016
Q2 		$275K Sell
1,950
-282
-13% -$37.6K 0.08% 125
2016
Q1 		$288K Hold
2,232
– – 0.07% 149
2015
Q4 		$263K Buy
2,232
+22
+1% +$2.57K 0.07% 132
2015
Q3 		$256K Sell
2,210
-440
-17% -$52.7K 0.07% 137
2015
Q2 		$323K Buy
2,650
+630
+31% +$74.5K 0.09% 127
2015
Q1 		$239K Sell
2,020
-175
-8% -$19.4K 0.06% 141
2014
Q4 		$222K Buy
+2,195
New +$208K 0.06% 147

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

Ironsides Asset Advisors's UNH Position: Q1 2025 in Review

Ironsides Asset Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 646 shares — an estimated $327K sold.

Ironsides Asset Advisors first reported a position in UNH in Q4 2014 and held it in 25 quarters. The position peaked at $378K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Ironsides Asset Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Ironsides Asset Advisors sold 646 UnitedHealth shares in Q1 2025, an estimated $327K.
  • Ironsides Asset Advisors first reported a position in UnitedHealth in Q4 2014 and held it in 25 quarters.
  • Ironsides Asset Advisors's UnitedHealth position peaked at $378K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Ironsides Asset Advisors's 13F filing for Q1 2025, filed 7 May 2025.