JE
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JMAC Enterprises’s UnitedHealth UNH Stock Holding History

JMAC Enterprises’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
-874
Closed -$442K – 159
2024
Q4 		$442K Buy
874
+51
+6% +$29K 0.07% 138
2024
Q3 		$481K Buy
823
+18
+2% +$10.2K 0.08% 137
2024
Q2 		$410K Sell
805
-54
-6% -$26.5K 0.07% 136
2024
Q1 		$425K Sell
859
-5
-0.6% -$2.54K 0.08% 129
2023
Q4 		$455K Sell
864
-2
-0.2% -$1.07K 0.1% 124
2023
Q3 		$437K Buy
866
+42
+5% +$20.7K 0.11% 123
2023
Q2 		$396K Buy
824
+49
+6% +$24K 0.1% 131
2023
Q1 		$366K Buy
775
+205
+36% +$98.9K 0.09% 133
2022
Q4 		$302K Sell
570
-4
-0.7% -$2.12K 0.08% 145
2022
Q3 		$290K Buy
574
+16
+3% +$8.41K 0.08% 148
2022
Q2 		$287K Hold
558
– – 0.07% 147
2022
Q1 		$285K Hold
558
– – 0.07% 150
2021
Q4 		$274K Buy
+558
New +$253K 0.06% 153

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

JMAC Enterprises's UNH Position: Q1 2025 in Review

JMAC Enterprises sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 874 shares — an estimated $442K sold.

JMAC Enterprises first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $481K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • JMAC Enterprises reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • JMAC Enterprises sold 874 UnitedHealth shares in Q1 2025, an estimated $442K.
  • JMAC Enterprises first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
  • JMAC Enterprises's UnitedHealth position peaked at $481K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on JMAC Enterprises's 13F filing for Q1 2025, filed 22 Apr 2025.