Shorepoint Capital Partners’s UnitedHealth UNH Stock Holding History

Shorepoint Capital Partners’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	$1.88M	Sell	3,589 -2,044	-36%	-$1.04M	0.43%	69
2024 Q4	$2.85M	Sell	5,633 -3,312	-37%	-$1.88M	0.65%	58
2024 Q3	$5.23M	Buy	8,945 +160	+2%	+$90.5K	1.19%	31
2024 Q2	$4.47M	Buy	8,785 +1,156	+15%	+$567K	1.05%	37
2024 Q1	$3.77M	Sell	7,629 -89	-1%	-$45.2K	0.92%	42
2023 Q4	$4.06M	Sell	7,718 -490	-6%	-$261K	1.09%	35
2023 Q3	$4.14M	Buy	8,208 +507	+7%	+$250K	1.21%	29
2023 Q2	$3.7M	Buy	7,701 +243	+3%	+$119K	1.04%	37
2023 Q1	$3.52M	Buy	7,458 +218	+3%	+$105K	1.01%	39
2022 Q4	$3.84M	Buy	+7,240	New	+$3.84M	1.07%	36

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

Shorepoint Capital Partners's UNH Position: Q1 2025 in Review

Shorepoint Capital Partners reduced its UnitedHealth (UNH) stake by 36% in Q1 2025, selling an estimated $1.04M and leaving 3,589 shares worth $1.88M. The position accounts for 0.43% of the portfolio, ranked #69.

Shorepoint Capital Partners first reported a position in UNH in Q4 2022 and has held it in 10 quarters since. The position peaked at $5.23M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Shorepoint Capital Partners held 3,589 shares of UnitedHealth worth $1.88M as of Q1 2025.
Shorepoint Capital Partners sold 2,044 UnitedHealth shares in Q1 2025, an estimated $1.04M.
UnitedHealth made up 0.43% of Shorepoint Capital Partners's portfolio in Q1 2025, its #69 holding.
Shorepoint Capital Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 10 quarters since.
Shorepoint Capital Partners's UnitedHealth position peaked at $5.23M in Q3 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Shorepoint Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.