BOLTON SECURITIES CORPORATION’s UnitedHealth UNH Stock Holding History

BOLTON SECURITIES CORPORATION’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	$13.7M	Buy	+26,130	New	+$13.4M	0.81%	18

Other funds holding UNH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UNH Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in UnitedHealth (UNH) in Q1 2025: 26,130 shares worth $13.7M. The stake represents 0.81% of the portfolio and ranks #18 among its holdings.

3,619 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

BOLTON SECURITIES CORPORATION held 26,130 shares of UnitedHealth worth $13.7M as of Q1 2025.
UnitedHealth was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
UnitedHealth made up 0.81% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #18 holding.
3,619 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.