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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
-420
Closed -$246K – 216
2024
Q4 		$246K Hold
420
– – 0.04% 175
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 420 shares — an estimated $246K sold.

Oliver Luxxe Assets first reported a position in UNH in Q3 2018 and held it in 19 quarters. The position peaked at $341K in Q2 2022. 3,613 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 420 UnitedHealth shares in Q1 2025, an estimated $246K.
  • 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 $341K in Q2 2022.
  • 3,613 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.