Plato Investment Management’s UnitedHealth UNH Stock Holding History

Plato Investment 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
2026 Q1	$4.96M	Sell	18,315 -961	-5%	-$286K	0.33%	66
2025 Q4	$6.39M	Buy	19,276 +399	+2%	+$135K	0.42%	50
2025 Q3	$6.47M	Sell	18,877 -397	-2%	-$120K	0.44%	44
2025 Q2	$5.99M	Sell	19,274 -2,274	-11%	-$869K	0.45%	39
2025 Q1	$11.4M	Sell	21,548 -1,264	-6%	-$646K	0.96%	14
2024 Q4	$11.6M	Sell	22,812 -454	-2%	-$258K	0.85%	15
2024 Q3	$13.6M	Buy	23,266 +1,070	+5%	+$605K	1.1%	11
2024 Q2	$11.3M	Buy	22,196 +2,520	+13%	+$1.24M	1.05%	12
2024 Q1	$9.73M	Buy	19,676 +17,373	+754%	+$8.83M	1.01%	14
2023 Q4	$1.21M	Buy	+2,303	New	+$1.23M	1.49%	11

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return