AUA Capital Management’s UnitedHealth UNH Stock Holding History

AUA Capital 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	–	Sell	-355	Closed	-$208K	–	84
2024 Q3	$208K	Sell	355 -40	-10%	-$22.6K	0.12%	78
2024 Q2	$201K	Buy	+395	New	+$194K	0.12%	78
2024 Q1	–	Sell	-445	Closed	-$234K	–	93
2023 Q4	$234K	Hold	445	–	–	0.15%	73
2023 Q3	$224K	Hold	445	–	–	0.16%	72
2023 Q2	$214K	Hold	445	–	–	0.15%	74
2023 Q1	$210K	Hold	445	–	–	0.14%	82
2022 Q4	$236K	Hold	445	–	–	0.16%	71
2022 Q3	$225K	Sell	445 -200	-31%	-$105K	0.15%	68
2022 Q2	$331K	Hold	645	–	–	0.19%	66
2022 Q1	$329K	Buy	645 +100	+18%	+$48.2K	0.18%	70
2021 Q4	$274K	Buy	545 +100	+22%	+$45.3K	0.16%	71
2021 Q3	$174K	Hold	445	–	–	0.11%	86
2021 Q2	$178K	Hold	445	–	–	0.11%	88
2021 Q1	$166K	Hold	445	–	–	0.11%	89
2020 Q4	$156K	Hold	445	–	–	0.11%	88
2020 Q3	$139K	Hold	445	–	–	0.12%	88
2020 Q2	$131K	Hold	445	–	–	0.13%	75
2020 Q1	$111K	Hold	445	–	–	0.11%	87
2019 Q4	$131K	Hold	445	–	–	0.11%	91
2019 Q3	$97K	Hold	445	–	–	0.08%	101
2019 Q2	$109K	Hold	445	–	–	0.09%	99
2019 Q1	$110K	Hold	445	–	–	0.09%	99
2018 Q4	$111K	Hold	445	–	–	0.1%	95
2018 Q3	$118K	Hold	445	–	–	0.09%	99
2018 Q2	$109K	Hold	445	–	–	0.1%	97
2018 Q1	$95K	Hold	445	–	–	0.08%	103
2017 Q4	$98K	Hold	445	–	–	0.09%	104
2017 Q3	$87K	Hold	445	–	–	0.08%	103
2017 Q2	$83K	Hold	445	–	–	0.07%	108
2017 Q1	$73K	Hold	445	–	–	0.07%	83
2016 Q4	$71K	Buy	+445	New	+$66.5K	0.07%	106

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

AUA Capital Management's UNH Position: Q4 2024 in Review

AUA Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 355 shares — an estimated $208K sold.

AUA Capital Management first reported a position in UNH in Q4 2016 and held it in 31 quarters. The position peaked at $331K in Q2 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

AUA Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
AUA Capital Management sold 355 UnitedHealth shares in Q4 2024, an estimated $208K.
AUA Capital Management first reported a position in UnitedHealth in Q4 2016 and held it in 31 quarters.
AUA Capital Management's UnitedHealth position peaked at $331K in Q2 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on AUA Capital Management's 13F filing for Q4 2024, filed 27 Jan 2025.