Bison Wealth’s UnitedHealth UNH Stock Holding History

Bison Wealth’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	$1.68M	Sell	3,317 -7,130	-68%	-$4.05M	0.37%	58
2024 Q3	$6.11M	Buy	10,447 +1,081	+12%	+$611K	0.97%	20
2024 Q2	$4.63M	Hold	9,366	–	–	0.75%	24
2024 Q1	$4.63M	Sell	9,366 -185	-2%	-$94K	0.75%	24
2023 Q4	$5.03M	Buy	9,551 +333	+4%	+$178K	0.89%	19
2023 Q3	$4.65M	Buy	9,218 +10	+0.1%	+$4.92K	0.9%	20
2023 Q2	$4.43M	Buy	9,208 +1,678	+22%	+$821K	0.82%	25
2023 Q1	$3.68M	Sell	7,530 -109	-1%	-$52.6K	1.14%	17
2022 Q4	$3.71M	Sell	7,639 -662	-8%	-$351K	1.19%	13
2022 Q3	$4.19M	Buy	8,301 +4,913	+145%	+$2.58M	1.65%	6
2022 Q2	$1.74M	Buy	3,388 +145	+4%	+$72.8K	1%	25
2022 Q1	$1.65M	Sell	3,243 -26	-0.8%	-$12.5K	0.84%	29
2021 Q4	$1.64M	Sell	3,269 -244	-7%	-$110K	0.96%	23
2021 Q3	$1.37M	Sell	3,513 -96	-3%	-$39.8K	0.63%	34
2021 Q2	$1.45M	Buy	3,609 +228	+7%	+$90.9K	0.63%	34
2021 Q1	$1.26M	Sell	3,381 -23	-0.7%	-$7.97K	0.54%	43
2020 Q4	$1.19M	Buy	3,404 +139	+4%	+$46.6K	0.56%	43
2020 Q3	$1.02M	Sell	3,265 -95	-3%	-$29.2K	0.6%	43
2020 Q2	$991K	Buy	3,360 +130	+4%	+$37.3K	0.63%	39
2020 Q1	$805K	Sell	3,230 -39	-1%	-$10.7K	0.58%	49
2019 Q4	$961K	Sell	3,269 -404	-11%	-$106K	0.46%	60
2019 Q3	$798K	Sell	3,673 -157	-4%	-$37.9K	0.44%	58
2019 Q2	$935K	Sell	3,830 -113	-3%	-$27.2K	0.54%	50
2019 Q1	$975K	Buy	3,943 +135	+4%	+$34.4K	0.6%	45
2018 Q4	$949K	Buy	3,808 +369	+11%	+$97.5K	0.69%	38
2018 Q3	$915K	Buy	3,439 +90	+3%	+$23.4K	0.6%	44
2018 Q2	$822K	Sell	3,349 -43	-1%	-$10.3K	0.61%	47
2018 Q1	$726K	Sell	3,392 -288	-8%	-$65.8K	0.55%	54
2017 Q4	$811K	Sell	3,680 -25	-0.7%	-$5.3K	0.6%	47
2017 Q3	$726K	Sell	3,705 -446	-11%	-$86.2K	0.58%	49
2017 Q2	$770K	Buy	4,151 +84	+2%	+$14.7K	0.64%	45
2017 Q1	$667K	Sell	4,067 -215	-5%	-$35.2K	0.58%	47
2016 Q4	$685K	Buy	4,282 +26	+0.6%	+$3.88K	0.58%	50
2016 Q3	$596K	Buy	4,256 +561	+15%	+$78.6K	0.5%	58
2016 Q2	$522K	Sell	3,695 -526	-12%	-$70.1K	0.31%	100
2016 Q1	$544K	Sell	4,221 -2,924	-41%	-$346K	0.35%	88
2015 Q4	$841K	Buy	7,145 +382	+6%	+$44.6K	0.48%	62
2015 Q3	$785K	Sell	6,763 -1,625	-19%	-$194K	0.52%	63
2015 Q2	$1.02M	Sell	8,388 -1,338	-14%	-$158K	0.6%	45
2015 Q1	$1.15M	Buy	9,726 +763	+9%	+$84.7K	0.7%	30
2014 Q4	$906K	Buy	+8,963	New	+$849K	0.69%	34

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

Bison Wealth's UNH Position: Q4 2024 in Review

Bison Wealth reduced its UnitedHealth (UNH) stake by 68% in Q4 2024, selling an estimated $4.05M and leaving 3,317 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #58.

Bison Wealth first reported a position in UNH in Q4 2014 and has held it in 41 quarters since. The position peaked at $6.11M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Bison Wealth held 3,317 shares of UnitedHealth worth $1.68M as of Q4 2024.
Bison Wealth sold 7,130 UnitedHealth shares in Q4 2024, an estimated $4.05M.
UnitedHealth made up 0.37% of Bison Wealth's portfolio in Q4 2024, its #58 holding.
Bison Wealth first reported a position in UnitedHealth in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's UnitedHealth position peaked at $6.11M in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.