Windward Capital Management’s UnitedHealth UNH Stock Holding History

Windward 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	-1,154	Closed	-$584K	–	83
2024 Q4	$584K	Sell	1,154 -41	-3%	-$23.3K	0.04%	65
2024 Q3	$699K	Buy	1,195 +771	+182%	+$436K	0.05%	64
2024 Q2	$216K	Sell	424 -47	-10%	-$23K	0.02%	73
2024 Q1	$233K	Buy	+471	New	+$239K	0.02%	74
2023 Q3	–	Sell	-622	Closed	-$299K	–	72
2023 Q2	$299K	Sell	622 -5	-0.8%	-$2.44K	0.03%	74
2023 Q1	$296K	Buy	627 +116	+23%	+$56K	0.03%	75
2022 Q4	$271K	Sell	511 -4	-0.8%	-$2.12K	0.03%	77
2022 Q3	$260K	Sell	515 -2	-0.4%	-$1.05K	0.03%	77
2022 Q2	$266K	Sell	517 -5	-1%	-$2.51K	0.03%	77
2022 Q1	$266K	Sell	522 -2	-0.4%	-$965	0.02%	76
2021 Q4	$263K	Hold	524	–	–	0.02%	77
2021 Q3	$205K	Sell	524 -1	-0.2%	-$414	0.02%	79
2021 Q2	$210K	Buy	+525	New	+$209K	0.02%	81

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Windward Capital Management sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 1,154 shares — an estimated $584K sold.

Windward Capital Management first reported a position in UNH in Q2 2021 and held it in 13 quarters. The position peaked at $699K in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Windward Capital Management reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Windward Capital Management sold 1,154 UnitedHealth shares in Q1 2025, an estimated $584K.
Windward Capital Management first reported a position in UnitedHealth in Q2 2021 and held it in 13 quarters.
Windward Capital Management's UnitedHealth position peaked at $699K in Q3 2024.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

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