Objective Capital Management’s UnitedHealth UNH Stock Holding History

Objective Capital 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	-659	Closed	-$334K	–	134
2024 Q4	$334K	Sell	659 -148	-18%	-$84.1K	0.22%	98
2024 Q3	$472K	Buy	+807	New	+$456K	0.28%	74
2024 Q1	$439K	Sell	888 -5	-0.6%	-$2.54K	0.3%	71
2023 Q4	$470K	Sell	893 -55	-6%	-$29.3K	0.36%	61
2023 Q3	$478K	Buy	948 +1	+0.1%	+$492	0.42%	55
2023 Q2	$455K	Sell	947 -21	-2%	-$10.3K	0.4%	55
2023 Q1	$457K	Buy	968 +29	+3%	+$14K	0.42%	52
2022 Q4	$498K	Buy	939 +54	+6%	+$28.6K	0.49%	50
2022 Q3	$447K	Buy	885 +13	+1%	+$6.84K	0.48%	52
2022 Q2	$448K	Buy	872 +9	+1%	+$4.52K	0.45%	52
2022 Q1	$440K	Sell	863 -8	-0.9%	-$3.86K	0.34%	66
2021 Q4	$437K	Buy	+871	New	+$394K	0.31%	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

Objective Capital Management's UNH Position: Q1 2025 in Review

Objective Capital Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 659 shares — an estimated $334K sold.

Objective Capital Management first reported a position in UNH in Q4 2021 and held it in 12 quarters. The position peaked at $498K in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Objective Capital Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Objective Capital Management sold 659 UnitedHealth shares in Q1 2025, an estimated $334K.
Objective Capital Management first reported a position in UnitedHealth in Q4 2021 and held it in 12 quarters.
Objective Capital Management's UnitedHealth position peaked at $498K in Q4 2022.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.