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Schechter Investment Advisors’s UnitedHealth UNH Stock Holding History

Schechter Investment Advisors’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 		$6.64M Sell
12,676
-1,527
-11% -$781K 0.55% 34
2024
Q4 		$7.18M Sell
14,203
-951
-6% -$540K 0.55% 33
2024
Q3 		$8.86M Sell
15,154
-6,154
-29% -$3.48M 0.65% 30
2024
Q2 		$10.9M Buy
21,308
+527
+3% +$258K 0.82% 27
2024
Q1 		$10.3M Buy
20,781
+5,702
+38% +$2.9M 0.77% 28
2023
Q4 		$7.94M Sell
15,079
-409
-3% -$218K 0.69% 30
2023
Q3 		$7.81M Buy
15,488
+574
+4% +$282K 0.76% 26
2023
Q2 		$7.17M Buy
14,914
+271
+2% +$133K 0.64% 26
2023
Q1 		$6.92M Sell
14,643
-1,367
-9% -$660K 0.64% 28
2022
Q4 		$8.49M Buy
16,010
+239
+2% +$127K 0.77% 13
2022
Q3 		$7.96M Sell
15,771
-130
-0.8% -$68.4K 0.78% 13
2022
Q2 		$8.17M Sell
15,901
-685
-4% -$344K 0.79% 14
2022
Q1 		$8.46M Buy
16,586
+90
+0.5% +$43.4K 0.79% 12
2021
Q4 		$8.28M Buy
+16,496
New +$7.47M 0.75% 16

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

Schechter Investment Advisors's UNH Position: Q1 2025 in Review

Schechter Investment Advisors reduced its UnitedHealth (UNH) stake by 11% in Q1 2025, selling an estimated $781K and leaving 12,676 shares worth $6.64M. The position accounts for 0.55% of the portfolio, ranked #34.

Schechter Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.9M in Q2 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Schechter Investment Advisors held 12,676 shares of UnitedHealth worth $6.64M as of Q1 2025.
  • Schechter Investment Advisors sold 1,527 UnitedHealth shares in Q1 2025, an estimated $781K.
  • UnitedHealth made up 0.55% of Schechter Investment Advisors's portfolio in Q1 2025, its #34 holding.
  • Schechter Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's UnitedHealth position peaked at $10.9M in Q2 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.