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Whitford Management’s UnitedHealth UNH Stock Holding History

Whitford 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
-18,675
Closed -$9.45M – 31
2024
Q4 		$9.45M Buy
18,675
+10,950
+142% +$6.22M 2.53% 11
2024
Q3 		$4.52M Sell
7,725
-2,135
-22% -$1.21M 2.57% 5
2024
Q2 		$5.02M Buy
9,860
+796
+9% +$390K 2.92% 2
2024
Q1 		$4.48M Sell
9,064
-25,361
-74% -$12.9M 2.52% 4
2023
Q4 		$18.1M Buy
34,425
+33,497
+3,610% +$17.9M 7.12% 2
2023
Q3 		$468K Buy
928
+54
+6% +$26.6K 0.61% 5
2023
Q2 		$420K Buy
874
+4
+0.5% +$1.96K 0.52% 7
2023
Q1 		$411K Sell
870
-2,472
-74% -$1.19M 0.52% 9
2022
Q4 		$1.77M Buy
+3,342
New +$1.77M 2.16% 15

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

Whitford Management's UNH Position: Q1 2025 in Review

Whitford Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 18,675 shares — an estimated $9.45M sold.

Whitford Management first reported a position in UNH in Q4 2022 and held it in 9 quarters. The position peaked at $18.1M in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Whitford Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Whitford Management sold 18,675 UnitedHealth shares in Q1 2025, an estimated $9.45M.
  • Whitford Management first reported a position in UnitedHealth in Q4 2022 and held it in 9 quarters.
  • Whitford Management's UnitedHealth position peaked at $18.1M in Q4 2023.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Whitford Management's 13F filing for Q1 2025, filed 15 May 2025.