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Bright Futures Wealth Management’s UnitedHealth UNH Stock Holding History

Bright Futures 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 		– Sell
-984
Closed -$554K – 229
2024
Q3 		$554K Sell
984
-7
-0.7% -$3.96K 0.27% 106
2024
Q2 		$585K Sell
991
-29
-3% -$14.2K 0.32% 93
2024
Q1 		$496K Buy
+1,020
New +$519K 0.27% 105

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

Bright Futures Wealth Management's UNH Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 984 shares — an estimated $554K sold.

Bright Futures Wealth Management first reported a position in UNH in Q1 2024 and held it in 3 quarters. The position peaked at $585K in Q2 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 984 UnitedHealth shares in Q4 2024, an estimated $554K.
  • Bright Futures Wealth Management first reported a position in UnitedHealth in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's UnitedHealth position peaked at $585K in Q2 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.