Robbins Farley’s UnitedHealth UNH Stock Holding History

Robbins Farley’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	-40	Closed	-$20.2K	–	160
2024 Q4	$20.2K	Hold	40	–	–	0.01%	97
2024 Q3	$23.4K	Sell	40 -2	-5%	-$1.13K	0.01%	92
2024 Q2	$21.4K	Buy	42 +2	+5%	+$980	0.01%	93
2024 Q1	$19.8K	Sell	40 -10	-20%	-$5.08K	0.01%	93
2023 Q4	$26.3K	Hold	50	–	–	0.02%	90
2023 Q3	$25.2K	Buy	+50	New	+$24.6K	0.02%	96
2021 Q1	–	Sell	-9	Closed	-$3K	–	207
2020 Q4	$3K	Buy	+9	New	+$3.02K	﹤0.01%	110

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

Robbins Farley's UNH Position: Q1 2025 in Review

Robbins Farley sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 40 shares — an estimated $20.2K sold.

Robbins Farley first reported a position in UNH in Q4 2020 and held it in 7 quarters. The position peaked at $26.3K in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Robbins Farley reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Robbins Farley sold 40 UnitedHealth shares in Q1 2025, an estimated $20.2K.
Robbins Farley first reported a position in UnitedHealth in Q4 2020 and held it in 7 quarters.
Robbins Farley's UnitedHealth position peaked at $26.3K in Q4 2023.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Robbins Farley's 13F filing for Q1 2025, filed 16 Apr 2025.