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WD Rutherford’s UnitedHealth UNH Stock Holding History

WD Rutherford’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
-470
Closed -$238K – 80
2024
Q4 		$238K Sell
470
-67
-12% -$38.1K 0.11% 71
2024
Q3 		$314K Sell
537
-1,098
-67% -$621K 0.15% 70
2024
Q2 		$833K Sell
1,635
-550
-25% -$270K 0.42% 58
2024
Q1 		$1.08M Sell
2,185
-30
-1% -$15.3K 0.56% 51
2023
Q4 		$1.14M Sell
2,215
-55
-2% -$29.3K 0.66% 45
2023
Q3 		$1.14M Sell
2,270
-1,910
-46% -$940K 0.78% 43
2023
Q2 		$2.01M Sell
4,180
-150
-3% -$73.3K 1.28% 32
2023
Q1 		$2.05M Sell
4,330
-30
-0.7% -$14.5K 1.44% 29
2022
Q4 		$2.31M Hold
4,360
– – 1.81% 25
2022
Q3 		$2.2M Sell
4,360
-65
-1% -$34.2K 1.77% 26
2022
Q2 		$2.27M Buy
4,425
+70
+2% +$35.2K 1.76% 26
2022
Q1 		$2.22M Sell
4,355
-25
-0.6% -$12.1K 1.27% 35
2021
Q4 		$2.2M Sell
4,380
-110
-2% -$49.8K 1.11% 39
2021
Q3 		$1.75M Sell
4,490
-55
-1% -$22.8K 0.95% 41
2021
Q2 		$1.82M Hold
4,545
– – 1.01% 39
2021
Q1 		$1.69M Buy
4,545
+185
+4% +$64.1K 1.05% 39
2020
Q4 		$1.53M Buy
+4,360
New +$1.46M 0.97% 36

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

WD Rutherford's UNH Position: Q1 2025 in Review

WD Rutherford sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 470 shares — an estimated $238K sold.

WD Rutherford first reported a position in UNH in Q4 2020 and held it in 17 quarters. The position peaked at $2.31M in Q4 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • WD Rutherford reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • WD Rutherford sold 470 UnitedHealth shares in Q1 2025, an estimated $238K.
  • WD Rutherford first reported a position in UnitedHealth in Q4 2020 and held it in 17 quarters.
  • WD Rutherford's UnitedHealth position peaked at $2.31M in Q4 2022.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on WD Rutherford's 13F filing for Q1 2025, filed 17 Apr 2025.