Worth Financial Advisory Group’s UnitedHealth UNH Stock Holding History

Worth Financial Advisory Group’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	-725	Closed	-$367K	–	168
2024 Q4	$367K	Sell	725 -3	-0.4%	-$1.71K	0.23%	98
2024 Q3	$426K	Sell	728 -8	-1%	-$4.53K	0.25%	95
2024 Q2	$375K	Sell	736 -604	-45%	-$296K	0.25%	94
2024 Q1	$663K	Buy	1,340 +7	+0.5%	+$3.56K	0.46%	61
2023 Q4	$702K	Buy	1,333 +46	+4%	+$24.5K	0.56%	44
2023 Q3	$649K	Buy	1,287 +215	+20%	+$106K	0.59%	45
2023 Q2	$515K	Buy	1,072 +64	+6%	+$31.3K	0.48%	64
2023 Q1	$476K	Buy	1,008 +281	+39%	+$136K	0.46%	64
2022 Q4	$385K	Buy	+727	New	+$385K	0.45%	62

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

Worth Financial Advisory Group's UNH Position: Q1 2025 in Review

Worth Financial Advisory Group sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 725 shares — an estimated $367K sold.

Worth Financial Advisory Group first reported a position in UNH in Q4 2022 and held it in 9 quarters. The position peaked at $702K in Q4 2023. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Worth Financial Advisory Group reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
Worth Financial Advisory Group sold 725 UnitedHealth shares in Q1 2025, an estimated $367K.
Worth Financial Advisory Group first reported a position in UnitedHealth in Q4 2022 and held it in 9 quarters.
Worth Financial Advisory Group's UnitedHealth position peaked at $702K in Q4 2023.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Worth Financial Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.