Oliver Luxxe Assets’s UnitedHealth UNH Stock Holding History

Oliver Luxxe Assets’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	-835	Closed	-$455K	–	221
2024 Q4	$455K	Buy	835 +415	+99%	+$236K	0.04%	192
2024 Q3	$246K	Sell	420 -88	-17%	-$49.8K	0.04%	176
2024 Q2	$259K	Buy	508 +1	+0.2%	+$490	0.05%	171
2024 Q1	$251K	Sell	507 -13	-3%	-$6.61K	0.05%	165
2023 Q4	$274K	Sell	520 -65	-11%	-$34.7K	0.06%	158
2023 Q3	$295K	Hold	585	–	–	0.08%	150
2023 Q2	$281K	Hold	585	–	–	0.07%	152
2023 Q1	$276K	Buy	585 +5	+0.9%	+$2.41K	0.07%	156
2022 Q4	$308K	Sell	580 -5	-0.9%	-$2.65K	0.09%	153
2022 Q3	$295K	Sell	585 -80	-12%	-$42.1K	0.09%	156
2022 Q2	$341K	Buy	665 +20	+3%	+$10K	0.1%	154
2022 Q1	$329K	Buy	645 +23	+4%	+$11.1K	0.08%	169
2021 Q4	$312K	Sell	622 -1	-0.2%	-$453	0.08%	174
2021 Q3	$243K	Sell	623 -42	-6%	-$17.4K	0.07%	185
2021 Q2	$266K	Buy	665 +75	+13%	+$29.9K	0.07%	167
2021 Q1	$220K	Hold	590	–	–	0.07%	166
2020 Q4	$213K	Buy	+590	New	+$198K	0.07%	158
2020 Q1	–	Sell	-809	Closed	-$238K	–	137
2019 Q4	$238K	Buy	+809	New	+$212K	0.12%	115
2018 Q4	–	Sell	-750	Closed	-$201K	–	117
2018 Q3	$201K	Buy	+750	New	+$195K	0.11%	105

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

Oliver Luxxe Assets's UNH Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 835 shares — an estimated $455K sold.

Oliver Luxxe Assets first reported a position in UNH in Q3 2018 and held it in 19 quarters. The position peaked at $455K in Q4 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Oliver Luxxe Assets reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Oliver Luxxe Assets sold 835 UnitedHealth shares in Q1 2025, an estimated $455K.
Oliver Luxxe Assets first reported a position in UnitedHealth in Q3 2018 and held it in 19 quarters.
Oliver Luxxe Assets's UnitedHealth position peaked at $455K in Q4 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.