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Napatree Capital’s UnitedHealth UNH Stock Holding History

Napatree Capital’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 		$380K Buy
726
+97
+15% +$49.6K 0.21% 128
2024
Q4 		$318K Buy
629
+89
+16% +$50.6K 0.19% 138
2024
Q3 		$316K Buy
540
+117
+28% +$66.2K 0.22% 117
2024
Q2 		$215K Buy
+423
New +$207K 0.17% 132

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

Napatree Capital's UNH Position: Q1 2025 in Review

Napatree Capital increased its UnitedHealth (UNH) stake by 15% in Q1 2025, buying an estimated $49.6K and bringing the position to 726 shares worth $380K. The position accounts for 0.21% of the portfolio, ranked #128.

Napatree Capital first reported a position in UNH in Q2 2024 and has held it in 4 quarters since. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Napatree Capital held 726 shares of UnitedHealth worth $380K as of Q1 2025.
  • Napatree Capital bought 97 UnitedHealth shares in Q1 2025, an estimated $49.6K.
  • UnitedHealth made up 0.21% of Napatree Capital's portfolio in Q1 2025, its #128 holding.
  • Napatree Capital first reported a position in UnitedHealth in Q2 2024 and has held it in 4 quarters since.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.