MFAM
UNH icon

Motley Fool Asset Management’s UnitedHealth UNH Stock Holding History

Motley Fool Asset Management’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
-42,546
Closed -$21.5M – 239
2024
Q4 		$21.5M Buy
42,546
+940
+2% +$534K 1.12% 20
2024
Q3 		$24.3M Buy
41,606
+1,449
+4% +$820K 1.43% 16
2024
Q2 		$19.9M Buy
40,157
+8,937
+29% +$4.38M 1.32% 18
2024
Q1 		$15.4M Buy
31,220
+3,533
+13% +$1.8M 1% 26
2023
Q4 		$14.6M Buy
27,687
+1,373
+5% +$732K 1.09% 24
2023
Q3 		$13.3M Buy
26,314
+2,435
+10% +$1.2M 1.07% 25
2023
Q2 		$11.5M Buy
23,879
+1,748
+8% +$855K 1.02% 28
2023
Q1 		$10.5M Sell
22,131
-355
-2% -$171K 1.16% 28
2022
Q4 		$11.9M Sell
22,486
-1,196
-5% -$634K 1.34% 20
2022
Q3 		$12M Sell
23,682
-171
-0.7% -$89.9K 1.18% 24
2022
Q2 		$12.1M Sell
23,853
-983
-4% -$494K 1.13% 25
2022
Q1 		$12.7M Buy
24,836
+429
+2% +$207K 0.93% 34
2021
Q4 		$12.3M Buy
24,407
+98
+0.4% +$44.4K 0.78% 38
2021
Q3 		$9.5M Buy
24,309
+805
+3% +$333K 0.62% 47
2021
Q2 		$9.41M Buy
23,504
+3,202
+16% +$1.28M 0.62% 52
2021
Q1 		$7.55M Sell
20,302
-1,035
-5% -$359K 0.54% 57
2020
Q4 		$7.48M Buy
21,337
+1,082
+5% +$363K 0.56% 54
2020
Q3 		$6.34M Buy
20,255
+2,699
+15% +$829K 0.56% 52
2020
Q2 		$5.18M Buy
17,556
+818
+5% +$234K 0.52% 50
2020
Q1 		$4.17M Buy
16,738
+287
+2% +$79K 0.54% 48
2019
Q4 		$4.84M Sell
16,451
-2,411
-13% -$631K 0.52% 53
2019
Q3 		$4.1M Buy
18,862
+2,150
+13% +$519K 0.48% 55
2019
Q2 		$4.08M Buy
16,712
+1,468
+10% +$353K 0.45% 57
2019
Q1 		$3.77M Buy
15,244
+2,418
+19% +$617K 0.44% 63
2018
Q4 		$3.19M Buy
12,826
+423
+3% +$112K 0.45% 62
2018
Q3 		$3.3M Buy
12,403
+2,089
+20% +$543K 0.4% 66
2018
Q2 		$2.53M Buy
10,314
+1,282
+14% +$308K 0.34% 67
2018
Q1 		$1.93M Buy
+9,032
New +$2.06M 0.27% 68

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

Motley Fool Asset Management's UNH Position: Q1 2025 in Review

Motley Fool Asset Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 42,546 shares — an estimated $21.5M sold.

Motley Fool Asset Management first reported a position in UNH in Q1 2018 and held it in 28 quarters. The position peaked at $24.3M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Motley Fool Asset Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Motley Fool Asset Management sold 42,546 UnitedHealth shares in Q1 2025, an estimated $21.5M.
  • Motley Fool Asset Management first reported a position in UnitedHealth in Q1 2018 and held it in 28 quarters.
  • Motley Fool Asset Management's UnitedHealth position peaked at $24.3M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Motley Fool Asset Management's 13F filing for Q1 2025, filed 12 May 2025.