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Laidlaw Wealth Management’s UnitedHealth UNH Stock Holding History

Laidlaw Wealth 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
-1,409
Closed -$713K – 144
2024
Q4 		$713K Buy
1,409
+24
+2% +$13.6K 0.31% 80
2024
Q3 		$810K Sell
1,385
-89
-6% -$50.3K 0.4% 70
2024
Q2 		$751K Sell
1,474
-399
-21% -$196K 0.41% 66
2024
Q1 		$927K Sell
1,873
-4,902
-72% -$2.49M 0.52% 61
2023
Q4 		$3.57M Sell
6,775
-492
-7% -$262K 1.3% 14
2023
Q3 		$3.66M Sell
7,267
-2,434
-25% -$1.2M 1.21% 16
2023
Q2 		$4.66M Sell
9,701
-141
-1% -$68.9K 0.91% 23
2023
Q1 		$4.65M Buy
9,842
+10
+0.1% +$4.83K 0.95% 17
2022
Q4 		$5.21M Buy
9,832
+157
+2% +$83.2K 1.12% 12
2022
Q3 		$4.89M Buy
9,675
+521
+6% +$274K 1.14% 13
2022
Q2 		$4.7M Sell
9,154
-250
-3% -$126K 0.96% 14
2022
Q1 		$4.8M Buy
9,404
+319
+4% +$154K 0.8% 26
2021
Q4 		$4.56M Buy
9,085
+461
+5% +$209K 0.73% 28
2021
Q3 		$3.37M Buy
8,624
+824
+11% +$341K 0.86% 31
2021
Q2 		$3.12M Buy
7,800
+78
+1% +$31.1K 0.81% 33
2021
Q1 		$2.87M Sell
7,722
-354
-4% -$123K 0.98% 28
2020
Q4 		$2.83M Buy
8,076
+3,157
+64% +$1.06M 0.6% 42
2020
Q3 		$1.53M Sell
4,919
-99
-2% -$30.4K 0.68% 46
2020
Q2 		$1.48M Buy
5,018
+366
+8% +$105K 0.77% 43
2020
Q1 		$1.16M Sell
4,652
-242
-5% -$66.6K 0.76% 45
2019
Q4 		$1.44M Buy
+4,894
New +$1.28M 0.91% 32

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

Laidlaw Wealth Management's UNH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,409 shares — an estimated $713K sold.

Laidlaw Wealth Management first reported a position in UNH in Q4 2019 and held it in 21 quarters. The position peaked at $5.21M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,409 UnitedHealth shares in Q1 2025, an estimated $713K.
  • Laidlaw Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 21 quarters.
  • Laidlaw Wealth Management's UnitedHealth position peaked at $5.21M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.