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Yarbrough Capital’s UnitedHealth UNH Stock Holding History

Yarbrough Capital’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
-3,043
Closed -$1.54M – 212
2024
Q4 		$1.54M Hold
3,043
– – 0.06% 79
2024
Q3 		$1.78M Hold
3,043
– – 0.07% 75
2024
Q2 		$1.55M Hold
3,043
– – 0.06% 78
2024
Q1 		$1.51M Hold
3,043
– – 0.07% 81
2023
Q4 		$1.6M Hold
3,043
– – 0.08% 80
2023
Q3 		$1.53M Hold
3,043
– – 0.09% 80
2023
Q2 		$1.46M Hold
3,043
– – 0.08% 81
2023
Q1 		$1.44M Hold
3,043
– – 0.12% 79
2022
Q4 		$1.61M Buy
+3,043
New +$1.61M 0.13% 70

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

Yarbrough Capital's UNH Position: Q1 2025 in Review

Yarbrough Capital sold out of UnitedHealth (UNH) in Q1 2025, closing a stake of 3,043 shares — an estimated $1.54M sold.

Yarbrough Capital first reported a position in UNH in Q4 2022 and held it in 9 quarters. The position peaked at $1.78M in Q3 2024. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Yarbrough Capital reported no remaining UnitedHealth position as of Q1 2025 after selling out during the quarter.
  • Yarbrough Capital sold 3,043 UnitedHealth shares in Q1 2025, an estimated $1.54M.
  • Yarbrough Capital first reported a position in UnitedHealth in Q4 2022 and held it in 9 quarters.
  • Yarbrough Capital's UnitedHealth position peaked at $1.78M in Q3 2024.
  • 3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Yarbrough Capital's 13F filing for Q1 2025, filed 14 Apr 2025.