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Rockline Wealth Management’s UnitedHealth UNH Stock Holding History

Rockline 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
-12,305
Closed -$6.22M – 100
2024
Q4 		$6.22M Buy
12,305
+192
+2% +$109K 1.66% 13
2024
Q3 		$7.08M Buy
12,113
+430
+4% +$243K 2% 9
2024
Q2 		$5.95M Buy
11,683
+375
+3% +$184K 1.84% 11
2024
Q1 		$5.59M Buy
11,308
+246
+2% +$125K 1.96% 11
2023
Q4 		$5.82M Buy
+11,062
New +$5.9M 2.42% 5

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Rockline Wealth Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 12,305 shares — an estimated $6.22M sold.

Rockline Wealth Management first reported a position in UNH in Q4 2023 and held it in 5 quarters. The position peaked at $7.08M in Q3 2024. 3,609 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Rockline Wealth Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Rockline Wealth Management sold 12,305 UnitedHealth shares in Q1 2025, an estimated $6.22M.
  • Rockline Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 5 quarters.
  • Rockline Wealth Management's UnitedHealth position peaked at $7.08M in Q3 2024.
  • 3,609 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Rockline Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.