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Michael S. Ryan Inc’s UnitedHealth UNH Stock Holding History

Michael S. Ryan Inc’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
-827
Closed -$418K – 52
2024
Q4 		$418K Buy
827
+68
+9% +$38.6K 0.28% 33
2024
Q3 		$444K Sell
759
-47
-6% -$26.6K 0.31% 32
2024
Q2 		$410K Sell
806
-27
-3% -$13.2K 0.31% 32
2024
Q1 		$412K Sell
833
-33
-4% -$16.8K 0.33% 32
2023
Q4 		$456K Hold
866
– – 0.38% 29
2023
Q3 		$464K Buy
866
+9
+1% +$4.43K 0.44% 30
2023
Q2 		$410K Buy
+857
New +$419K 0.38% 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

Michael S. Ryan Inc's UNH Position: Q1 2025 in Review

Michael S. Ryan Inc sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 827 shares — an estimated $418K sold.

Michael S. Ryan Inc first reported a position in UNH in Q2 2023 and held it in 7 quarters. The position peaked at $464K in Q3 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Michael S. Ryan Inc reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Michael S. Ryan Inc sold 827 UnitedHealth shares in Q1 2025, an estimated $418K.
  • Michael S. Ryan Inc first reported a position in UnitedHealth in Q2 2023 and held it in 7 quarters.
  • Michael S. Ryan Inc's UnitedHealth position peaked at $464K in Q3 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Michael S. Ryan Inc's 13F filing for Q1 2025, filed 15 Apr 2025.