Tributary Capital Management’s UnitedHealth UNH Stock Holding History

Tributary Capital 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	-9	Closed	-$4.55K	–	213
2024 Q4	$4.55K	Hold	9	–	–	﹤0.01%	205
2024 Q3	$5.26K	Hold	9	–	–	﹤0.01%	201
2024 Q2	$4.58K	Hold	9	–	–	﹤0.01%	205
2024 Q1	$4.45K	Buy	+9	New	+$4.58K	﹤0.01%	206
2014 Q1	–	Sell	-15,000	Closed	-$1.13M	–	187
2013 Q4	$1.13M	Hold	15,000	–	–	0.22%	151
2013 Q3	$1.07M	Hold	15,000	–	–	0.22%	159
2013 Q2	$982K	Buy	+15,000	New	+$933K	0.16%	199

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tributary Capital Management's UNH Position: Q1 2025 in Review

Tributary Capital Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 9 shares — an estimated $4.55K sold.

Tributary Capital Management first reported a position in UNH in Q2 2013 and held it in 7 quarters. The position peaked at $1.13M in Q4 2013. 3,613 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Tributary Capital Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Tributary Capital Management sold 9 UnitedHealth shares in Q1 2025, an estimated $4.55K.
Tributary Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 7 quarters.
Tributary Capital Management's UnitedHealth position peaked at $1.13M in Q4 2013.
3,613 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Tributary Capital Management's 13F filing for Q1 2025, filed 2 May 2025.