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Sovereign Investment Advisors’s UnitedHealth UNH Stock Holding History

Sovereign 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 		– Sell
-695
Closed -$352K – 88
2024
Q4 		$352K Buy
+695
New +$395K 0.1% 64

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

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

Sovereign Investment Advisors sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 695 shares — an estimated $352K sold.

Sovereign Investment Advisors first reported a position in UNH in Q4 2024 and held it in 1 quarter. The position peaked at $352K in Q4 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Sovereign Investment Advisors reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Sovereign Investment Advisors sold 695 UnitedHealth shares in Q1 2025, an estimated $352K.
  • Sovereign Investment Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 1 quarter.
  • Sovereign Investment Advisors's UnitedHealth position peaked at $352K in Q4 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Sovereign Investment Advisors's 13F filing for Q1 2025, filed 8 May 2025.