Smith Group Asset Management’s UnitedHealth UNH Stock Holding History

Smith Group Asset 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	-450	Closed	-$228K	–	202
2024 Q4	$228K	Hold	450	–	–	0.02%	184
2024 Q3	$263K	Hold	450	–	–	0.02%	132
2024 Q2	$229K	Sell	450 -33,690	-99%	-$16.5M	0.02%	129
2024 Q1	$16.9M	Sell	34,140 -13,875	-29%	-$7.05M	0.97%	39
2023 Q4	$25.3M	Buy	+48,015	New	+$25.6M	1.47%	18
2022 Q1	$16.9M	Hold	33,094	–	–	0.89%	42
2021 Q4	$16.6M	Sell	33,094 -265	-0.8%	-$120K	0.76%	41
2021 Q3	$13M	Sell	33,359 -410	-1%	-$170K	0.66%	51
2021 Q2	$13.5M	Buy	33,769 +195	+0.6%	+$77.8K	0.66%	44
2021 Q1	$12.5M	Buy	33,574 +10,544	+46%	+$3.65M	0.66%	46
2020 Q4	$8.08M	Sell	23,030 -12,520	-35%	-$4.2M	0.47%	50
2020 Q3	$11.1M	Sell	35,550 -19,270	-35%	-$5.92M	0.58%	47
2020 Q2	$16.2M	Buy	54,820 +1,370	+3%	+$393K	0.89%	37
2020 Q1	$13.3M	Sell	53,450 -4,865	-8%	-$1.34M	0.73%	43
2019 Q4	$17.1M	Sell	58,315 -34,200	-37%	-$8.95M	0.72%	53
2019 Q3	$20.1M	Sell	92,515 -1,010	-1%	-$244K	0.71%	55
2019 Q2	$22.8M	Sell	93,525 -1,730	-2%	-$416K	0.77%	52
2019 Q1	$23.6M	Sell	95,255 -410	-0.4%	-$105K	0.76%	53
2018 Q4	$23.8M	Buy	+95,665	New	+$25.3M	0.84%	45
2018 Q1	–	Sell	-58,600	Closed	-$12.9M	–	460
2017 Q4	$12.9M	Buy	58,600 +10,300	+21%	+$2.18M	0.41%	66
2017 Q3	$9.46M	Sell	48,300 -11,780	-20%	-$2.28M	0.32%	74
2017 Q2	$11.1M	Buy	+60,080	New	+$10.5M	0.34%	75
2015 Q4	–	Sell	-159,300	Closed	-$18.5M	–	511
2015 Q3	$18.5M	Buy	+159,300	New	+$19.1M	0.7%	54
2014 Q4	–	Sell	-1,000	Closed	-$86K	–	445
2014 Q3	$86K	Hold	1,000	–	–	﹤0.01%	237
2014 Q2	$82K	Hold	1,000	–	–	﹤0.01%	240
2014 Q1	$82K	Buy	+1,000	New	+$75.3K	﹤0.01%	237

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

Smith Group Asset Management's UNH Position: Q1 2025 in Review

Smith Group Asset Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 450 shares — an estimated $228K sold.

Smith Group Asset Management first reported a position in UNH in Q1 2014 and held it in 26 quarters. The position peaked at $25.3M in Q4 2023. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Smith Group Asset Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Smith Group Asset Management sold 450 UnitedHealth shares in Q1 2025, an estimated $228K.
Smith Group Asset Management first reported a position in UnitedHealth in Q1 2014 and held it in 26 quarters.
Smith Group Asset Management's UnitedHealth position peaked at $25.3M in Q4 2023.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Smith Group Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.