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Rice Partnership’s UnitedHealth UNH Stock Holding History

Rice Partnership’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
-6,389
Closed -$3.23M – 180
2024
Q4 		$3.23M Buy
6,389
+204
+3% +$116K 0.62% 38
2024
Q3 		$3.62M Buy
6,185
+799
+15% +$452K 0.73% 37
2024
Q2 		$2.74M Sell
5,386
-150
-3% -$73.5K 0.6% 37
2024
Q1 		$2.74M Sell
5,536
-4,357
-44% -$2.22M 0.65% 37
2023
Q4 		$5.21M Sell
9,893
-1,070
-10% -$571K 1.36% 24
2023
Q3 		$5.53M Buy
10,963
+255
+2% +$125K 1.56% 21
2023
Q2 		$5.15M Buy
10,708
+197
+2% +$96.3K 1.41% 23
2023
Q1 		$4.97M Buy
10,511
+286
+3% +$138K 1.49% 23
2022
Q4 		$5.42M Buy
10,225
+1,522
+17% +$806K 1.71% 19
2022
Q3 		$4.39M Buy
8,703
+3,253
+60% +$1.71M 1.41% 25
2022
Q2 		$2.8M Buy
5,450
+4,990
+1,085% +$2.51M 0.98% 31
2022
Q1 		$235K Hold
460
– – 0.07% 91
2021
Q4 		$231K Buy
+460
New +$208K 0.07% 87

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

Rice Partnership's UNH Position: Q1 2025 in Review

Rice Partnership sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 6,389 shares — an estimated $3.23M sold.

Rice Partnership first reported a position in UNH in Q4 2021 and held it in 13 quarters. The position peaked at $5.53M in Q3 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Rice Partnership reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Rice Partnership sold 6,389 UnitedHealth shares in Q1 2025, an estimated $3.23M.
  • Rice Partnership first reported a position in UnitedHealth in Q4 2021 and held it in 13 quarters.
  • Rice Partnership's UnitedHealth position peaked at $5.53M in Q3 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Rice Partnership's 13F filing for Q1 2025, filed 29 Apr 2025.