UH
UNH icon

Unigestion Holding’s UnitedHealth UNH Stock Holding History

Unigestion Holding’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
-17,015
Closed -$8.61M – 179
2024
Q4 		$8.61M Sell
17,015
-21,044
-55% -$12M 0.5% 61
2024
Q3 		$22.2M Sell
38,059
-41,121
-52% -$23.3M 1.07% 41
2024
Q2 		$41.7M Sell
79,180
-11,777
-13% -$5.77M 2.29% 12
2024
Q1 		$45M Buy
90,957
+11,777
+15% +$5.99M 2.2% 10
2023
Q4 		$41.7M Sell
79,180
-187
-0.2% -$99.7K 2.29% 12
2023
Q3 		$40M Buy
79,367
+5,268
+7% +$2.59M 2.46% 10
2023
Q2 		$35.3M Buy
74,099
+42,773
+137% +$20.9M 2.04% 17
2023
Q1 		$14.7M Buy
31,326
+19,236
+159% +$9.28M 0.8% 43
2022
Q4 		$6.41M Buy
12,090
+58
+0.5% +$30.7K 0.34% 66
2022
Q3 		$6.12M Sell
12,032
-68
-0.6% -$35.8K 0.36% 62
2022
Q2 		$6.21M Buy
12,100
+2,429
+25% +$1.22M 0.35% 64
2022
Q1 		$4.93M Buy
9,671
+4,885
+102% +$2.36M 0.21% 67
2021
Q4 		$2.4M Buy
4,786
+986
+26% +$446K 0.1% 94
2021
Q3 		$1.49M Buy
3,800
+2,742
+259% +$1.14M 0.06% 102
2021
Q2 		$421K Sell
1,058
-720
-40% -$287K 0.02% 206
2021
Q1 		$662K Buy
1,778
+613
+53% +$212K 0.02% 187
2020
Q4 		$409K Sell
1,165
-408
-26% -$137K 0.01% 207
2020
Q3 		$490K Buy
1,573
+384
+32% +$118K 0.02% 158
2020
Q2 		$351K Sell
1,189
-1,620
-58% -$464K 0.01% 185
2020
Q1 		$701K Buy
+2,809
New +$773K 0.03% 184
2019
Q2 		– Sell
-3,119
Closed -$771K – 266
2019
Q1 		$771K Sell
3,119
-14,719
-83% -$3.75M 0.02% 198
2018
Q4 		$4.44M Sell
17,838
-242
-1% -$63.9K 0.11% 124
2018
Q3 		$4.81M Buy
18,080
+3,143
+21% +$818K 0.1% 150
2018
Q2 		$3.67M Buy
+14,937
New +$3.59M 0.07% 178

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

Unigestion Holding's UNH Position: Q1 2025 in Review

Unigestion Holding sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 17,015 shares — an estimated $8.61M sold.

Unigestion Holding first reported a position in UNH in Q2 2018 and held it in 24 quarters. The position peaked at $45M in Q1 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Unigestion Holding reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Unigestion Holding sold 17,015 UnitedHealth shares in Q1 2025, an estimated $8.61M.
  • Unigestion Holding first reported a position in UnitedHealth in Q2 2018 and held it in 24 quarters.
  • Unigestion Holding's UnitedHealth position peaked at $45M in Q1 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.