Cabot Wealth Management’s UnitedHealth UNH Stock Holding History

Cabot 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	-367	Closed	-$215K	–	132
2024 Q3	$215K	Buy	+367	New	+$208K	0.03%	127
2024 Q1	–	Sell	-385	Closed	-$203K	–	147
2023 Q4	$203K	Sell	385 -125	-25%	-$66.7K	0.03%	138
2023 Q3	$257K	Buy	510 +67	+15%	+$33K	0.04%	127
2023 Q2	$213K	Hold	443	–	–	0.03%	138
2023 Q1	$209K	Hold	443	–	–	0.03%	138
2022 Q4	$235K	Sell	443 -1,109	-71%	-$587K	0.04%	134
2022 Q3	$784K	Buy	1,552 +242	+18%	+$127K	0.13%	99
2022 Q2	$673K	Buy	1,310 +22	+2%	+$11K	0.11%	105
2022 Q1	$657K	Sell	1,288 -5	-0.4%	-$2.41K	0.09%	110
2021 Q4	$649K	Buy	1,293 +20	+2%	+$9.05K	0.08%	113
2021 Q3	$497K	Hold	1,273	–	–	0.07%	119
2021 Q2	$510K	Hold	1,273	–	–	0.07%	118
2021 Q1	$474K	Buy	+1,273	New	+$441K	0.07%	115

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

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

Cabot Wealth Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 367 shares — an estimated $215K sold.

Cabot Wealth Management first reported a position in UNH in Q1 2021 and held it in 13 quarters. The position peaked at $784K in Q3 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Cabot Wealth Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Cabot Wealth Management sold 367 UnitedHealth shares in Q4 2024, an estimated $215K.
Cabot Wealth Management first reported a position in UnitedHealth in Q1 2021 and held it in 13 quarters.
Cabot Wealth Management's UnitedHealth position peaked at $784K in Q3 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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