LaFleur & Godfrey’s UnitedHealth UNH Stock Holding History

LaFleur & Godfrey’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	-1,456	Closed	-$737K	–	153
2024 Q4	$737K	Sell	1,456 -2,901	-67%	-$1.65M	0.1%	92
2024 Q3	$2.55M	Sell	4,357 -57	-1%	-$32.2K	0.35%	62
2024 Q2	$2.25M	Buy	4,414 +57	+1%	+$27.9K	0.33%	65
2024 Q1	$2.16M	Buy	4,357 +1,685	+63%	+$857K	0.32%	66
2023 Q4	$1.41M	Sell	2,672 -288	-10%	-$154K	0.21%	74
2023 Q3	$1.49M	Buy	2,960 +123	+4%	+$60.5K	0.24%	71
2023 Q2	$1.36M	Buy	2,837 +328	+13%	+$160K	0.2%	72
2023 Q1	$1.19M	Buy	2,509 +70	+3%	+$33.8K	0.19%	73
2022 Q4	$1.29M	Sell	2,439 -141	-5%	-$74.7K	0.22%	76
2022 Q3	$1.3M	Buy	2,580 +15	+0.6%	+$7.89K	0.23%	73
2022 Q2	$1.32M	Sell	2,565 -85	-3%	-$42.7K	0.21%	76
2022 Q1	$1.35M	Buy	2,650 +105	+4%	+$50.6K	0.18%	79
2021 Q4	$1.28M	Hold	2,545	–	–	0.16%	85
2021 Q3	$994K	Hold	2,545	–	–	0.14%	93
2021 Q2	$1.02M	Buy	+2,545	New	+$1.01M	0.15%	89

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

LaFleur & Godfrey's UNH Position: Q1 2025 in Review

LaFleur & Godfrey sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,456 shares — an estimated $737K sold.

LaFleur & Godfrey first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $2.55M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

LaFleur & Godfrey reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
LaFleur & Godfrey sold 1,456 UnitedHealth shares in Q1 2025, an estimated $737K.
LaFleur & Godfrey first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
LaFleur & Godfrey's UnitedHealth position peaked at $2.55M in Q3 2024.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on LaFleur & Godfrey's 13F filing for Q1 2025, filed 23 Apr 2025.