Providence First Trust’s UnitedHealth UNH Stock Holding History

Providence First Trust’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	-47	Closed	-$23.8K	–	186
2024 Q4	$23.8K	Buy	+47	New	+$26.7K	0.01%	160
2023 Q2	–	Sell	-1,628	Closed	-$769K	–	97
2023 Q1	$769K	Hold	1,628	–	–	0.44%	63
2022 Q4	$863K	Buy	+1,628	New	+$862K	0.51%	58
2021 Q1	–	Sell	-9,568	Closed	-$3.35M	–	96
2020 Q4	$3.35M	Buy	9,568 +3,319	+53%	+$1.11M	1.69%	16
2020 Q3	$1.95M	Buy	+6,249	New	+$1.92M	1.91%	14
2019 Q3	–	Sell	-14,002	Closed	-$3.42M	–	85
2019 Q2	$3.42M	Hold	14,002	–	–	2.49%	9
2019 Q1	$3.46M	Sell	14,002 -51	-0.4%	-$13K	2.69%	5
2018 Q4	$3.5M	Sell	14,053 -574	-4%	-$152K	2.77%	5
2018 Q3	$3.89M	Sell	14,627 -279	-2%	-$72.6K	2.98%	5
2018 Q2	$3.66M	Hold	14,906	–	–	2.86%	6
2018 Q1	$3.19M	Buy	14,906 +39	+0.3%	+$8.91K	2.63%	9
2017 Q4	$3.28M	Hold	14,867	–	–	2.95%	7
2017 Q3	$2.91M	Buy	+14,867	New	+$2.87M	2.48%	7

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

Providence First Trust's UNH Position: Q1 2025 in Review

Providence First Trust sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 47 shares — an estimated $23.8K sold.

Providence First Trust first reported a position in UNH in Q3 2017 and held it in 13 quarters. The position peaked at $3.89M in Q3 2018. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Providence First Trust reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Providence First Trust sold 47 UnitedHealth shares in Q1 2025, an estimated $23.8K.
Providence First Trust first reported a position in UnitedHealth in Q3 2017 and held it in 13 quarters.
Providence First Trust's UnitedHealth position peaked at $3.89M in Q3 2018.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Providence First Trust's 13F filing for Q1 2025, filed 12 May 2025.