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Redwood Financial Network’s UnitedHealth UNH Stock Holding History

Redwood Financial Network’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
-412
Closed -$208K – 167
2024
Q4 		$208K Sell
412
-58
-12% -$33K 0.16% 147
2024
Q3 		$275K Sell
470
-131
-22% -$74.1K 0.21% 119
2024
Q2 		$306K Sell
601
-88
-13% -$43.1K 0.26% 114
2024
Q1 		$341K Sell
689
-30
-4% -$15.3K 0.3% 105
2023
Q4 		$378K Sell
719
-125
-15% -$66.7K 0.37% 89
2023
Q3 		$426K Sell
844
-119
-12% -$58.6K 0.45% 77
2023
Q2 		$463K Buy
963
+86
+10% +$42.1K 0.43% 78
2023
Q1 		$414K Buy
877
+183
+26% +$88.3K 0.42% 80
2022
Q4 		$368K Buy
694
+43
+7% +$22.8K 0.42% 80
2022
Q3 		$329K Sell
651
-19
-3% -$9.99K 0.38% 87
2022
Q2 		$344K Sell
670
-10
-1% -$5.02K 0.38% 87
2022
Q1 		$347K Buy
+680
New +$328K 0.32% 99

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

Redwood Financial Network's UNH Position: Q1 2025 in Review

Redwood Financial Network sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 412 shares — an estimated $208K sold.

Redwood Financial Network first reported a position in UNH in Q1 2022 and held it in 12 quarters. The position peaked at $463K in Q2 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Redwood Financial Network reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Redwood Financial Network sold 412 UnitedHealth shares in Q1 2025, an estimated $208K.
  • Redwood Financial Network first reported a position in UnitedHealth in Q1 2022 and held it in 12 quarters.
  • Redwood Financial Network's UnitedHealth position peaked at $463K in Q2 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Redwood Financial Network's 13F filing for Q1 2025, filed 15 May 2025.