Wolf Group Capital Advisors’s UnitedHealth UNH Stock Holding History

Wolf Group Capital Advisors’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	$400K	Sell	763 -2,071	-73%	-$1.06M	0.13%	111
2024 Q4	$1.36M	Hold	2,834	–	–	0.66%	57
2024 Q3	$1.36M	Buy	2,834 +2,247	+383%	+$1.27M	0.65%	58
2024 Q2	$299K	Sell	587 -2,247	-79%	-$1.1M	0.12%	107
2024 Q1	$1.36M	Hold	2,834	–	–	0.65%	58
2023 Q4	$1.36M	Sell	2,834 -14	-0.5%	-$7.47K	0.65%	58
2023 Q3	$1.44M	Buy	2,848 +22	+0.8%	+$10.8K	0.68%	54
2023 Q2	$1.39M	Sell	2,826 -51	-2%	-$24.9K	0.7%	53
2023 Q1	$1.36M	Sell	2,877 -334	-10%	-$161K	0.68%	55
2022 Q4	$1.7M	Sell	3,211 -290	-8%	-$154K	0.8%	46
2022 Q3	$1.77M	Sell	3,501 -17	-0.5%	-$8.94K	0.97%	35
2022 Q2	$1.81M	Sell	3,518 -591	-14%	-$297K	0.94%	37
2022 Q1	$2.1M	Sell	4,109 -8,488	-67%	-$4.09M	1.07%	30
2021 Q4	$6.33M	Buy	12,597 +8,436	+203%	+$3.82M	1.03%	31
2021 Q3	$1.63M	Buy	+4,161	New	+$1.72M	0.89%	44

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

Wolf Group Capital Advisors's UNH Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its UnitedHealth (UNH) stake by 73% in Q1 2025, selling an estimated $1.06M and leaving 763 shares worth $400K. The position accounts for 0.13% of the portfolio, ranked #111.

Wolf Group Capital Advisors first reported a position in UNH in Q3 2021 and has held it in 15 quarters since. The position peaked at $6.33M in Q4 2021. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Wolf Group Capital Advisors held 763 shares of UnitedHealth worth $400K as of Q1 2025.
Wolf Group Capital Advisors sold 2,071 UnitedHealth shares in Q1 2025, an estimated $1.06M.
UnitedHealth made up 0.13% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #111 holding.
Wolf Group Capital Advisors first reported a position in UnitedHealth in Q3 2021 and has held it in 15 quarters since.
Wolf Group Capital Advisors's UnitedHealth position peaked at $6.33M in Q4 2021.
3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.