MF
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Manchester Financial’s UnitedHealth UNH Stock Holding History

Manchester Financial’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
-491
Closed -$248K – 130
2024
Q4 		$248K Hold
491
– – 0.05% 96
2024
Q3 		$287K Hold
491
– – 0.06% 87
2024
Q2 		$250K Buy
491
+30
+7% +$14.7K 0.06% 87
2024
Q1 		$228K Buy
461
+16
+4% +$8.13K 0.06% 87
2023
Q4 		$234K Sell
445
-20
-4% -$10.7K 0.07% 87
2023
Q3 		$234K Buy
465
+5
+1% +$2.46K 0.07% 81
2023
Q2 		$221K Buy
460
+3
+0.7% +$1.47K 0.06% 88
2023
Q1 		$216K Hold
457
– – 0.06% 88
2022
Q4 		$242K Sell
457
-14
-3% -$7.42K 0.07% 83
2022
Q3 		$238K Sell
471
-10
-2% -$5.26K 0.07% 82
2022
Q2 		$247K Hold
481
– – 0.1% 83
2022
Q1 		$245K Hold
481
– – 0.09% 84
2021
Q4 		$242K Buy
+481
New +$218K 0.08% 74
2021
Q2 		– Sell
-486
Closed -$181K – 609
2021
Q1 		$181K Buy
486
+15
+3% +$5.2K 0.08% 78
2020
Q4 		$165K Buy
471
+26
+6% +$8.71K 0.1% 68
2020
Q3 		$139K Sell
445
-16
-3% -$4.92K 0.11% 66
2020
Q2 		$136K Hold
461
– – 0.11% 70
2020
Q1 		$115K Sell
461
-109
-19% -$30K 0.08% 78
2019
Q4 		$168K Buy
+570
New +$149K 0.07% 67
2019
Q3 		– Sell
-472
Closed -$115K – 408
2019
Q2 		$115K Buy
+472
New +$114K 0.05% 81

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

Manchester Financial's UNH Position: Q1 2025 in Review

Manchester Financial sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 491 shares — an estimated $248K sold.

Manchester Financial first reported a position in UNH in Q2 2019 and held it in 20 quarters. The position peaked at $287K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Manchester Financial reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Manchester Financial sold 491 UnitedHealth shares in Q1 2025, an estimated $248K.
  • Manchester Financial first reported a position in UnitedHealth in Q2 2019 and held it in 20 quarters.
  • Manchester Financial's UnitedHealth position peaked at $287K in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Manchester Financial's 13F filing for Q1 2025, filed 13 May 2025.