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Proquility Private Wealth Partners’s UnitedHealth UNH Stock Holding History

Proquility Private Wealth Partners’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 		$3.29M Buy
6,289
+2,360
+60% +$1.21M 1.02% 32
2024
Q4 		$1.99M Sell
3,929
-1,244
-24% -$707K 0.64% 48
2024
Q3 		$3.02M Sell
5,173
-2,054
-28% -$1.16M 0.97% 36
2024
Q2 		$3.68M Buy
7,227
+299
+4% +$147K 1.26% 26
2024
Q1 		$3.43M Buy
6,928
+631
+10% +$321K 1.17% 29
2023
Q4 		$3.32M Sell
6,297
-875
-12% -$467K 1.26% 25
2023
Q3 		$3.62M Sell
7,172
-26
-0.4% -$12.8K 1.48% 22
2023
Q2 		$3.46M Buy
7,198
+149
+2% +$72.9K 1.35% 25
2023
Q1 		$3.33M Sell
7,049
-164
-2% -$79.1K 1.32% 23
2022
Q4 		$3.82M Sell
7,213
-44
-0.6% -$23.3K 1.57% 17
2022
Q3 		$3.67M Sell
7,257
-157
-2% -$82.6K 1.69% 17
2022
Q2 		$3.81M Sell
7,414
-12
-0.2% -$6.03K 1.63% 17
2022
Q1 		$3.56M Buy
7,426
+1,665
+29% +$803K 1.48% 19
2021
Q4 		$2.8M Buy
+5,761
New +$2.61M 0.99% 32

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

Proquility Private Wealth Partners's UNH Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its UnitedHealth (UNH) stake by 60% in Q1 2025, buying an estimated $1.21M and bringing the position to 6,289 shares worth $3.29M. The position accounts for 1.02% of the portfolio, ranked #32.

Proquility Private Wealth Partners first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.82M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Proquility Private Wealth Partners held 6,289 shares of UnitedHealth worth $3.29M as of Q1 2025.
  • Proquility Private Wealth Partners bought 2,360 UnitedHealth shares in Q1 2025, an estimated $1.21M.
  • UnitedHealth made up 1.02% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #32 holding.
  • Proquility Private Wealth Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Proquility Private Wealth Partners's UnitedHealth position peaked at $3.82M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.