WC
UNH icon

Woodstock Corp’s UnitedHealth UNH Stock Holding History

Woodstock Corp’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
-573
Closed -$290K – 155
2024
Q4 		$290K Sell
573
-10
-2% -$5.68K 0.03% 143
2024
Q3 		$341K Sell
583
-17
-3% -$9.62K 0.03% 140
2024
Q2 		$306K Sell
600
-84
-12% -$41.2K 0.03% 139
2024
Q1 		$338K Sell
684
-100
-13% -$50.8K 0.04% 135
2023
Q4 		$413K Sell
784
-17
-2% -$9.07K 0.05% 124
2023
Q3 		$404K Hold
801
– – 0.05% 126
2023
Q2 		$385K Hold
801
– – 0.05% 135
2023
Q1 		$379K Sell
801
-14
-2% -$6.76K 0.05% 134
2022
Q4 		$432K Sell
815
-19
-2% -$10.1K 0.06% 127
2022
Q3 		$421K Hold
834
– – 0.06% 121
2022
Q2 		$428K Sell
834
-58
-7% -$29.1K 0.06% 124
2022
Q1 		$455K Sell
892
-150
-14% -$72.3K 0.05% 130
2021
Q4 		$523K Sell
1,042
-3
-0.3% -$1.36K 0.05% 136
2021
Q3 		$408K Hold
1,045
– – 0.05% 145
2021
Q2 		$418K Hold
1,045
– – 0.05% 146
2021
Q1 		$389K Buy
1,045
+22
+2% +$7.62K 0.05% 145
2020
Q4 		$359K Buy
+1,023
New +$343K 0.05% 142

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

Woodstock Corp's UNH Position: Q1 2025 in Review

Woodstock Corp sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 573 shares — an estimated $290K sold.

Woodstock Corp first reported a position in UNH in Q4 2020 and held it in 17 quarters. The position peaked at $523K in Q4 2021. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Woodstock Corp reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Woodstock Corp sold 573 UnitedHealth shares in Q1 2025, an estimated $290K.
  • Woodstock Corp first reported a position in UnitedHealth in Q4 2020 and held it in 17 quarters.
  • Woodstock Corp's UnitedHealth position peaked at $523K in Q4 2021.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Woodstock Corp's 13F filing for Q1 2025, filed 9 Apr 2025.