Marcum Wealth’s UnitedHealth UNH Stock Holding History

Marcum Wealth’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	$2.28M	Sell	4,352 -207	-5%	-$106K	0.2%	55
2024 Q4	$2.31M	Sell	4,559 -66	-1%	-$37.5K	0.2%	54
2024 Q3	$2.7M	Sell	4,625 -259	-5%	-$146K	0.25%	46
2024 Q2	$2.49M	Sell	4,884 -52	-1%	-$25.5K	0.25%	46
2024 Q1	$2.44M	Sell	4,936 -297	-6%	-$151K	0.25%	44
2023 Q4	$2.76M	Buy	5,233 +203	+4%	+$108K	0.29%	33
2023 Q3	$2.54M	Buy	5,030 +67	+1%	+$33K	0.3%	33
2023 Q2	$2.39M	Sell	4,963 -78	-2%	-$38.1K	0.28%	35
2023 Q1	$2.38M	Sell	5,041 -221	-4%	-$107K	0.3%	34
2022 Q4	$2.79M	Buy	5,262 +94	+2%	+$49.8K	0.37%	28
2022 Q3	$2.61M	Sell	5,168 -9	-0.2%	-$4.73K	0.4%	24
2022 Q2	$2.66M	Sell	5,177 -168	-3%	-$84.4K	0.4%	26
2022 Q1	$2.73M	Buy	5,345 +31	+0.6%	+$15K	0.38%	28
2021 Q4	$2.67M	Sell	5,314 -132	-2%	-$59.8K	0.37%	32
2021 Q3	$2.13M	Sell	5,446 -2,520	-32%	-$1.04M	0.33%	36
2021 Q2	$3.19M	Buy	7,966 +23	+0.3%	+$9.17K	0.52%	24
2021 Q1	$2.96M	Buy	7,943 +7,287	+1,111%	+$2.52M	0.49%	25
2020 Q4	$230K	Buy	+656	New	+$220K	0.05%	125
2020 Q3	–	Sell	-724	Closed	-$214K	–	132
2020 Q2	$214K	Buy	+724	New	+$207K	0.07%	104

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

Marcum Wealth's UNH Position: Q1 2025 in Review

Marcum Wealth reduced its UnitedHealth (UNH) stake by 4.5% in Q1 2025, selling an estimated $106K and leaving 4,352 shares worth $2.28M. The position accounts for 0.2% of the portfolio, ranked #55.

Marcum Wealth first reported a position in UNH in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.19M in Q2 2021. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Marcum Wealth held 4,352 shares of UnitedHealth worth $2.28M as of Q1 2025.
Marcum Wealth sold 207 UnitedHealth shares in Q1 2025, an estimated $106K.
UnitedHealth made up 0.2% of Marcum Wealth's portfolio in Q1 2025, its #55 holding.
Marcum Wealth first reported a position in UnitedHealth in Q2 2020 and has held it in 19 quarters since.
Marcum Wealth's UnitedHealth position peaked at $3.19M in Q2 2021.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.