SAF
UNH icon

Smith Anglin Financial’s UnitedHealth UNH Stock Holding History

Smith Anglin Financial’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
Q2 		$309K Sell
992
-11
-1% -$4.2K 0.03% 160
2025
Q1 		$525K Sell
1,003
-74
-7% -$37.8K 0.06% 117
2024
Q4 		$545K Sell
1,077
-141
-12% -$80.1K 0.05% 113
2024
Q3 		$712K Buy
1,218
+22
+2% +$12.4K 0.07% 93
2024
Q2 		$609K Sell
1,196
-85
-7% -$41.7K 0.06% 92
2024
Q1 		$634K Buy
1,281
+85
+7% +$43.2K 0.07% 98
2023
Q4 		$629K Buy
1,196
+20
+2% +$10.7K 0.07% 93
2023
Q3 		$593K Buy
1,176
+101
+9% +$49.7K 0.07% 90
2023
Q2 		$517K Buy
1,075
+134
+14% +$65.5K 0.06% 91
2023
Q1 		$445K Buy
941
+3
+0.3% +$1.45K 0.07% 100
2022
Q4 		$497K Buy
938
+3
+0.3% +$1.59K 0.09% 80
2022
Q3 		$472K Sell
935
-48
-5% -$25.2K 0.1% 79
2022
Q2 		$505K Buy
983
+3
+0.3% +$1.51K 0.15% 70
2022
Q1 		$500K Buy
980
+54
+6% +$26K 0.12% 73
2021
Q4 		$465K Buy
926
+2
+0.2% +$905 0.08% 88
2021
Q3 		$361K Sell
924
-32
-3% -$13.3K 0.07% 98
2021
Q2 		$383K Buy
956
+4
+0.4% +$1.59K 0.07% 95
2021
Q1 		$354K Sell
952
-49
-5% -$17K 0.08% 97
2020
Q4 		$351K Buy
+1,001
New +$336K 0.06% 90

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return