Southern Capital Advisors’s UnitedHealth UNH Stock Holding History

Southern Capital 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	–	Sell	-430	Closed	-$218K	–	83
2024 Q4	$218K	Sell	430 -3,242	-88%	-$1.84M	0.12%	67
2024 Q3	$2.15M	Buy	3,672 +3,250	+770%	+$1.84M	1.21%	21
2024 Q2	$215K	Sell	422 -18	-4%	-$8.82K	0.13%	68
2024 Q1	$218K	Buy	440 +14	+3%	+$7.12K	0.13%	67
2023 Q4	$224K	Sell	426 -342	-45%	-$182K	0.16%	56
2023 Q3	$387K	Buy	+768	New	+$378K	0.32%	42
2023 Q1	–	Sell	-408	Closed	-$216K	–	86
2022 Q4	$216K	Buy	408 +8	+2%	+$4.24K	0.17%	66
2022 Q3	$202K	Hold	400	–	–	0.17%	62
2022 Q2	$205K	Sell	400 -8	-2%	-$4.02K	0.16%	64
2022 Q1	$208K	Hold	408	–	–	0.14%	76
2021 Q4	$205K	Buy	+408	New	+$185K	0.13%	75

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

Southern Capital Advisors's UNH Position: Q1 2025 in Review

Southern Capital Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 430 shares — an estimated $218K sold.

Southern Capital Advisors first reported a position in UNH in Q4 2021 and held it in 11 quarters. The position peaked at $2.15M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Southern Capital Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Southern Capital Advisors sold 430 UnitedHealth shares in Q1 2025, an estimated $218K.
Southern Capital Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 11 quarters.
Southern Capital Advisors's UnitedHealth position peaked at $2.15M in Q3 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Southern Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.