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Stillwater Wealth Management Group’s UnitedHealth UNH Stock Holding History

Stillwater Wealth Management Group’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 		$1.99M Sell
3,792
-460
-11% -$235K 1.72% 31
2024
Q4 		$2.15M Buy
+4,252
New +$2.42M 1.93% 28

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Stillwater Wealth Management Group's UNH Position: Q1 2025 in Review

Stillwater Wealth Management Group reduced its UnitedHealth (UNH) stake by 11% in Q1 2025, selling an estimated $235K and leaving 3,792 shares worth $1.99M. The position accounts for 1.72% of the portfolio, ranked #31.

Stillwater Wealth Management Group first reported a position in UNH in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.15M in Q4 2024. 3,604 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Stillwater Wealth Management Group held 3,792 shares of UnitedHealth worth $1.99M as of Q1 2025.
  • Stillwater Wealth Management Group sold 460 UnitedHealth shares in Q1 2025, an estimated $235K.
  • UnitedHealth made up 1.72% of Stillwater Wealth Management Group's portfolio in Q1 2025, its #31 holding.
  • Stillwater Wealth Management Group first reported a position in UnitedHealth in Q4 2024 and has held it in 2 quarters since.
  • Stillwater Wealth Management Group's UnitedHealth position peaked at $2.15M in Q4 2024.
  • 3,604 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2025, filed 1 May 2025.