9WM
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9258 Wealth Management’s UnitedHealth UNH Stock Holding History

9258 Wealth Management’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
2024
Q3 		$2.41M Sell
4,120
-68
-2% -$38.5K 0.36% 55
2024
Q2 		$2.13M Sell
4,188
-77
-2% -$37.7K 0.33% 61
2024
Q1 		$2.11M Sell
4,265
-8
-0.2% -$4.07K 0.33% 62
2023
Q4 		$2.25M Buy
4,273
+290
+7% +$155K 0.4% 54
2023
Q3 		$2.01M Buy
3,983
+72
+2% +$35.4K 0.39% 57
2023
Q2 		$1.88M Buy
3,911
+249
+7% +$122K 0.35% 61
2023
Q1 		$1.73M Sell
3,662
-142
-4% -$68.5K 0.35% 62
2022
Q4 		$2.02M Buy
3,804
+733
+24% +$388K 0.44% 57
2022
Q3 		$1.55M Sell
3,071
-203
-6% -$107K 0.4% 57
2022
Q2 		$1.68M Buy
3,274
+179
+6% +$89.9K 0.43% 56
2022
Q1 		$1.58M Sell
3,095
-312
-9% -$150K 0.37% 59
2021
Q4 		$1.71M Buy
3,407
+461
+16% +$209K 0.39% 45
2021
Q3 		$1.15M Buy
2,946
+178
+6% +$73.7K 0.31% 69
2021
Q2 		$1.11M Sell
2,768
-14
-0.5% -$5.58K 0.3% 76
2021
Q1 		$1.03M Sell
2,782
-161
-5% -$55.8K 0.31% 75
2020
Q4 		$1.03M Sell
2,943
-18
-0.6% -$6.03K 0.34% 68
2020
Q3 		$904K Buy
2,961
+12
+0.4% +$3.69K 0.34% 70
2020
Q2 		$870K Buy
2,949
+51
+2% +$14.6K 0.35% 74
2020
Q1 		$852K Sell
2,898
-479
-14% -$132K 0.37% 68
2019
Q4 		$993K Buy
3,377
+69
+2% +$18.1K 0.36% 74
2019
Q3 		$719K Buy
3,308
+396
+14% +$95.6K 0.56% 61
2019
Q2 		$710K Buy
2,912
+187
+7% +$45K 0.57% 57
2019
Q1 		$674K Buy
2,725
+235
+9% +$59.9K 0.57% 59
2018
Q4 		$620K Buy
+2,490
New +$658K 0.6% 59

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's UNH Position: Q3 2024 in Review

9258 Wealth Management reduced its UnitedHealth (UNH) stake by 1.6% in Q3 2024, selling an estimated $38.5K and leaving 4,120 shares worth $2.41M. The position accounts for 0.36% of the portfolio, ranked #55.

9258 Wealth Management first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • 9258 Wealth Management held 4,120 shares of UnitedHealth worth $2.41M as of Q3 2024.
  • 9258 Wealth Management sold 68 UnitedHealth shares in Q3 2024, an estimated $38.5K.
  • UnitedHealth made up 0.36% of 9258 Wealth Management's portfolio in Q3 2024, its #55 holding.
  • 9258 Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.