Bill Gates’s UnitedHealth UNH Stock Holding History

Bill Gates’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
2023 Q4	–	Sell	-5,665	Closed	-$2.86M	–	71
2023 Q3	$2.86M	Buy	+5,665	New	+$2.79M	0.01%	48

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Bill Gates's UNH Position: Q4 2023 in Review

Bill Gates sold out of UnitedHealth (UNH) in Q4 2023, closing a stake of 5,665 shares — an estimated $2.86M sold.

Bill Gates first reported a position in UNH in Q3 2023 and held it in 1 quarter. The position peaked at $2.86M in Q3 2023. 3,416 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

Bill Gates reported no remaining UnitedHealth position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 5,665 UnitedHealth shares in Q4 2023, an estimated $2.86M.
Bill Gates first reported a position in UnitedHealth in Q3 2023 and held it in 1 quarter.
Bill Gates's UnitedHealth position peaked at $2.86M in Q3 2023.
3,416 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.