ACM
UNH icon

Avalon Capital Management’s UnitedHealth UNH Stock Holding History

Avalon 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
-554
Closed -$324K – 150
2024
Q3 		$324K Buy
554
+93
+20% +$52.6K 0.1% 103
2024
Q2 		$235K Buy
+461
New +$226K 0.07% 109
2014
Q3 		– Sell
-11,008
Closed -$900K – 102
2014
Q2 		$900K Sell
11,008
-20
-0.2% -$1.57K 0.75% 49
2014
Q1 		$904K Buy
11,028
+1,008
+10% +$75.9K 0.73% 52
2013
Q4 		$755K Hold
10,020
– – 0.64% 51
2013
Q3 		$718K Sell
10,020
-8,870
-47% -$635K 0.71% 43
2013
Q2 		$1.24M Buy
+18,890
New +$1.18M 1.22% 25

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

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

Avalon Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 554 shares — an estimated $324K sold.

Avalon Capital Management first reported a position in UNH in Q2 2013 and held it in 7 quarters. The position peaked at $1.24M in Q2 2013. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Avalon Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Avalon Capital Management sold 554 UnitedHealth shares in Q4 2024, an estimated $324K.
  • Avalon Capital Management first reported a position in UnitedHealth in Q2 2013 and held it in 7 quarters.
  • Avalon Capital Management's UnitedHealth position peaked at $1.24M in Q2 2013.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Avalon Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.