Puff Wealth Management’s UnitedHealth UNH Stock Holding History

Puff Wealth 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
2025 Q1	–	Sell	-540	Closed	-$273K	–	109
2024 Q4	$273K	Buy	+540	New	+$307K	0.48%	49

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Puff Wealth Management's UNH Position: Q1 2025 in Review

Puff Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 540 shares — an estimated $273K sold.

Puff Wealth Management first reported a position in UNH in Q4 2024 and held it in 1 quarter. The position peaked at $273K in Q4 2024. 3,612 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Puff Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Puff Wealth Management sold 540 UnitedHealth shares in Q1 2025, an estimated $273K.
Puff Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 1 quarter.
Puff Wealth Management's UnitedHealth position peaked at $273K in Q4 2024.
3,612 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Puff Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.