Aspire Capital Advisors’s UnitedHealth UNH Stock Holding History

Aspire Capital Advisors’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	–	Sell	-386	Closed	-$225K	–	90
2024 Q3	$225K	Buy	+386	New	+$218K	0.07%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspire Capital Advisors's UNH Position: Q4 2024 in Review

Aspire Capital Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 386 shares — an estimated $225K sold.

Aspire Capital Advisors first reported a position in UNH in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Aspire Capital Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Aspire Capital Advisors sold 386 UnitedHealth shares in Q4 2024, an estimated $225K.
Aspire Capital Advisors first reported a position in UnitedHealth in Q3 2024 and held it in 1 quarter.
Aspire Capital Advisors's UnitedHealth position peaked at $225K in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Aspire Capital Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.