MBA Advisors’s UnitedHealth UNH Stock Holding History

MBA Advisors’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	-454	Closed	-$230K	–	138
2024 Q4	$230K	Sell	454 -125	-22%	-$71K	0.12%	119
2024 Q3	$339K	Sell	579 -7	-1%	-$3.96K	0.16%	100
2024 Q2	$298K	Sell	586 -55	-9%	-$27K	0.15%	100
2024 Q1	$317K	Hold	641	–	–	0.16%	101
2023 Q4	$337K	Buy	641 +12	+2%	+$6.4K	0.19%	90
2023 Q3	$317K	Hold	629	–	–	0.19%	83
2023 Q2	$302K	Hold	629	–	–	0.18%	91
2023 Q1	$297K	Hold	629	–	–	0.19%	100
2022 Q4	$333K	Hold	629	–	–	0.22%	89
2022 Q3	$318K	Hold	629	–	–	0.23%	84
2022 Q2	$323K	Hold	629	–	–	0.22%	91
2022 Q1	$321K	Hold	629	–	–	0.2%	106
2021 Q4	$316K	Buy	+629	New	+$285K	0.2%	111
2021 Q3	–	Sell	-504	Closed	-$202	–	140
2021 Q2	$202	Buy	+504	New	+$201K	0.09%	135

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

MBA Advisors's UNH Position: Q1 2025 in Review

MBA Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 454 shares — an estimated $230K sold.

MBA Advisors first reported a position in UNH in Q2 2021 and held it in 14 quarters. The position peaked at $339K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

MBA Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
MBA Advisors sold 454 UnitedHealth shares in Q1 2025, an estimated $230K.
MBA Advisors first reported a position in UnitedHealth in Q2 2021 and held it in 14 quarters.
MBA Advisors's UnitedHealth position peaked at $339K in Q3 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on MBA Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.