Capasso Planning Partners’s UnitedHealth UNH Stock Holding History

Capasso Planning Partners’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	-353	Closed	-$206K	–	146
2024 Q3	$206K	Sell	353 -70	-17%	-$39.6K	0.06%	145
2024 Q2	$215K	Sell	423 -2	-0.5%	-$980	0.07%	137
2024 Q1	$210K	Sell	425 -12	-3%	-$6.1K	0.09%	108
2023 Q4	$230K	Buy	437 +8	+2%	+$4.27K	0.11%	94
2023 Q3	$216K	Buy	429 +6	+1%	+$2.95K	0.12%	90
2023 Q2	$203K	Buy	+423	New	+$207K	0.11%	93

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

Capasso Planning Partners's UNH Position: Q4 2024 in Review

Capasso Planning Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 353 shares — an estimated $206K sold.

Capasso Planning Partners first reported a position in UNH in Q2 2023 and held it in 6 quarters. The position peaked at $230K in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Capasso Planning Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 353 UnitedHealth shares in Q4 2024, an estimated $206K.
Capasso Planning Partners first reported a position in UnitedHealth in Q2 2023 and held it in 6 quarters.
Capasso Planning Partners's UnitedHealth position peaked at $230K in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.