Morningstar Investment Services’s UnitedHealth UNH Stock Holding History

Morningstar Investment Services’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	$2.04M	Sell	3,904 -5,945	-60%	-$3.04M	0.37%	70
2024 Q4	$4.98M	Sell	9,849 -97,586	-91%	-$55.4M	0.45%	58
2024 Q3	$62.5M	Sell	107,435 -1,012	-0.9%	-$572K	0.64%	46
2024 Q2	$52.8M	Buy	108,447 +342	+0.3%	+$168K	0.57%	46
2024 Q1	$53.3M	Sell	108,105 -113,245	-51%	-$57.6M	0.59%	47
2023 Q4	$116M	Buy	221,350 +108,224	+96%	+$57.7M	0.65%	45
2023 Q3	$57.7M	Sell	113,126 -1,362	-1%	-$670K	0.74%	36
2023 Q2	$54.5M	Sell	114,488 -4,325	-4%	-$2.11M	0.7%	38
2023 Q1	$55.8M	Sell	118,813 -4,010	-3%	-$1.94M	0.75%	38
2022 Q4	$62.4M	Sell	122,823 -3,127	-2%	-$1.66M	0.85%	30
2022 Q3	$68.2M	Sell	125,950 -52,533	-29%	-$27.6M	0.96%	28
2022 Q2	$91.7M	Sell	178,483 -22,371	-11%	-$11.2M	1.23%	21
2022 Q1	$104M	Buy	200,854 +3,116	+2%	+$1.5M	1.16%	26
2021 Q4	$99.3M	Buy	197,738 +4,685	+2%	+$2.12M	1.1%	27
2021 Q3	$77.3M	Buy	193,053 +3,527	+2%	+$1.46M	0.91%	33
2021 Q2	$75.5M	Buy	189,526 +5,930	+3%	+$2.36M	0.9%	33
2021 Q1	$68.6M	Buy	183,596 +4,741	+3%	+$1.64M	0.89%	29
2020 Q4	$62.7M	Buy	178,855 +5,075	+3%	+$1.7M	0.87%	32
2020 Q3	$52.8M	Buy	173,780 +6,561	+4%	+$2.02M	0.82%	31
2020 Q2	$48.5M	Buy	167,219 +7,642	+5%	+$2.19M	0.8%	33
2020 Q1	$40.1M	Buy	159,577 +5,861	+4%	+$1.61M	0.73%	39
2019 Q4	$45.2M	Buy	153,716 +11,453	+8%	+$3M	0.71%	36
2019 Q3	$30.9M	Buy	142,263 +7,928	+6%	+$1.91M	0.52%	62
2019 Q2	$32.8M	Buy	134,335 +9,326	+7%	+$2.24M	0.54%	58
2019 Q1	$30.9M	Buy	125,009 +5,490	+5%	+$1.4M	0.53%	63
2018 Q4	$29.8M	Buy	119,519 +5,145	+4%	+$1.36M	0.58%	60
2018 Q3	$30.4M	Buy	114,374 +2,187	+2%	+$569K	0.55%	64
2018 Q2	$27.5M	Buy	112,187 +6,296	+6%	+$1.51M	0.52%	64
2018 Q1	$22.7M	Buy	105,891 +4,157	+4%	+$949K	0.44%	73
2017 Q4	$22.4M	Buy	+101,734	New	+$21.6M	0.45%	69

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

Morningstar Investment Services's UNH Position: Q1 2025 in Review

Morningstar Investment Services reduced its UnitedHealth (UNH) stake by 60% in Q1 2025, selling an estimated $3.04M and leaving 3,904 shares worth $2.04M. The position accounts for 0.37% of the portfolio, ranked #70.

Morningstar Investment Services first reported a position in UNH in Q4 2017 and has held it in 30 quarters since. The position peaked at $116M in Q4 2023. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Morningstar Investment Services held 3,904 shares of UnitedHealth worth $2.04M as of Q1 2025.
Morningstar Investment Services sold 5,945 UnitedHealth shares in Q1 2025, an estimated $3.04M.
UnitedHealth made up 0.37% of Morningstar Investment Services's portfolio in Q1 2025, its #70 holding.
Morningstar Investment Services first reported a position in UnitedHealth in Q4 2017 and has held it in 30 quarters since.
Morningstar Investment Services's UnitedHealth position peaked at $116M in Q4 2023.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.