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Avitas Wealth Management’s UnitedHealth UNH Stock Holding History

Avitas 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 		$8.27M Sell
16,358
-178
-1% -$101K 1.14% 20
2024
Q3 		$9.67M Sell
16,536
-270
-2% -$153K 1.36% 15
2024
Q2 		$8.56M Sell
16,806
-226
-1% -$111K 1.25% 16
2024
Q1 		$8.43M Sell
17,032
-119
-0.7% -$60.5K 1.28% 14
2023
Q4 		$9.03M Sell
17,151
-40
-0.2% -$21.3K 1.51% 12
2023
Q3 		$8.67M Sell
17,191
-378
-2% -$186K 1.65% 11
2023
Q2 		$8.44M Sell
17,569
-138
-0.8% -$67.5K 1.53% 11
2023
Q1 		$8.37M Sell
17,707
-130
-0.7% -$62.7K 1.64% 10
2022
Q4 		$9.46M Buy
17,837
+31
+0.2% +$16.4K 2% 8
2022
Q3 		$8.99M Sell
17,806
-1,668
-9% -$877K 2.06% 8
2022
Q2 		$10M Buy
19,474
+286
+1% +$144K 2.19% 7
2022
Q1 		$9.79M Buy
19,188
+522
+3% +$252K 1.77% 7
2021
Q4 		$9.37M Buy
18,666
+3,532
+23% +$1.6M 1.57% 8
2021
Q3 		$5.91M Sell
15,134
-229
-1% -$94.8K 1.08% 22
2021
Q2 		$6.15M Buy
15,363
+397
+3% +$158K 1.1% 22
2021
Q1 		$5.57M Sell
14,966
-964
-6% -$334K 1.09% 18
2020
Q4 		$5.59M Sell
15,930
-24
-0.2% -$8.04K 1.13% 15
2020
Q3 		$4.97M Sell
15,954
-76
-0.5% -$23.3K 1.39% 11
2020
Q2 		$4.73M Sell
16,030
-2,877
-15% -$824K 1.57% 7
2020
Q1 		$4.71M Sell
18,907
-459
-2% -$126K 2.15% 7
2019
Q4 		$5.69M Buy
19,366
+169
+0.9% +$44.2K 1.46% 9
2019
Q3 		$4.17M Buy
19,197
+300
+2% +$72.4K 1.15% 21
2019
Q2 		$4.61M Buy
18,897
+2,582
+16% +$621K 1.28% 12
2019
Q1 		$4.03M Buy
16,315
+66
+0.4% +$16.8K 1.17% 20
2018
Q4 		$4.05M Sell
16,249
-278
-2% -$73.4K 1.33% 17
2018
Q3 		$4.4M Buy
16,527
+331
+2% +$86.1K 1.25% 14
2018
Q2 		$3.97M Buy
+16,196
New +$3.89M 1.24% 13

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

Avitas Wealth Management's UNH Position: Q4 2024 in Review

Avitas Wealth Management reduced its UnitedHealth (UNH) stake by 1.1% in Q4 2024, selling an estimated $101K and leaving 16,358 shares worth $8.27M. The position accounts for 1.14% of the portfolio, ranked #20.

Avitas Wealth Management first reported a position in UNH in Q2 2018 and has held it in 27 quarters since. The position peaked at $10M in Q2 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Avitas Wealth Management held 16,358 shares of UnitedHealth worth $8.27M as of Q4 2024.
  • Avitas Wealth Management sold 178 UnitedHealth shares in Q4 2024, an estimated $101K.
  • UnitedHealth made up 1.14% of Avitas Wealth Management's portfolio in Q4 2024, its #20 holding.
  • Avitas Wealth Management first reported a position in UnitedHealth in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's UnitedHealth position peaked at $10M in Q2 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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