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Napa Wealth Management’s UnitedHealth UNH Stock Holding History

Napa Wealth 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
-1,951
Closed -$987K – 214
2024
Q4 		$987K Sell
1,951
-2,141
-52% -$1.22M 0.43% 66
2024
Q3 		$2.39M Buy
+4,092
New +$2.31M 1.13% 13
2024
Q1 		– Sell
-4,739
Closed -$2.49M – 113
2023
Q4 		$2.49M Buy
+4,739
New +$2.53M 1.35% 21

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

Napa Wealth Management's UNH Position: Q1 2025 in Review

Napa Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,951 shares — an estimated $987K sold.

Napa Wealth Management first reported a position in UNH in Q4 2023 and held it in 3 quarters. The position peaked at $2.49M in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Napa Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Napa Wealth Management sold 1,951 UnitedHealth shares in Q1 2025, an estimated $987K.
  • Napa Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 3 quarters.
  • Napa Wealth Management's UnitedHealth position peaked at $2.49M in Q4 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Napa Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.