Tradewinds LLC’s UnitedHealth UNH Stock Holding History

Tradewinds LLC’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
2026 Q1	$4.33M	Sell	11,730 -120	-1%	-$35.7K	1.39%	23
2025 Q4	$3.91M	Sell	11,850 -193	-2%	-$65.4K	0.93%	31
2025 Q3	$4.16M	Buy	+12,043	New	+$3.64M	1.01%	30
2025 Q2	–	Sell	-13,271	Closed	-$6.95M	–	239
2025 Q1	$6.95M	Sell	13,271 -103	-0.8%	-$52.7K	1.96%	15
2024 Q4	$7.13M	Sell	13,374 -606	-4%	-$344K	1.98%	13
2024 Q3	$8.17M	Buy	13,980 +6	+0%	+$3.39K	2.52%	9
2024 Q2	$7.12M	Sell	13,974 -12,294	-47%	-$6.03M	2.19%	10
2024 Q1	$13.1M	Buy	+26,268	New	+$13.4M	6.28%	2
2023 Q3	$10.9M	Sell	21,624 -72	-0.3%	-$35.4K	6.4%	1
2023 Q2	$10.4M	Buy	21,696 +296	+1%	+$145K	6.14%	2
2023 Q1	$10.1M	Buy	+21,400	New	+$10.3M	6.13%	1
2022 Q4	–	Sell	-21,337	Closed	-$10.8M	–	200
2022 Q3	$10.8M	Buy	21,337 +54	+0.3%	+$28.4K	7.83%	1
2022 Q2	$10.9M	Buy	+21,283	New	+$10.7M	7.43%	1
2021 Q4	$11.5M	Buy	+21,767	New	+$9.85M	13.53%	1

Other funds holding UNH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return