Anchor Pointe Wealth Management’s UnitedHealth UNH Stock Holding History

Anchor Pointe 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 Q4	$223K	Buy	+440	New	+$250K	0.29%	72

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Anchor Pointe Wealth Management's UNH Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in UnitedHealth (UNH) in Q4 2024: 440 shares worth $223K. The stake represents 0.29% of the portfolio and ranks #72 among its holdings.

3,682 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Anchor Pointe Wealth Management held 440 shares of UnitedHealth worth $223K as of Q4 2024.
UnitedHealth was a new Anchor Pointe Wealth Management position in Q4 2024.
UnitedHealth made up 0.29% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #72 holding.
3,682 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.