Cassady Schiller Wealth Management’s UnitedHealth UNH Stock Holding History

Cassady Schiller 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	$117K	Buy	232 +23	+11%	+$13.1K	0.04%	152
2024 Q3	$122K	Hold	209	–	–	0.04%	148
2024 Q2	$106K	Sell	209 -10	-5%	-$4.9K	0.04%	152
2024 Q1	$108K	Hold	219	–	–	0.05%	148
2023 Q4	$115K	Hold	219	–	–	0.06%	139
2023 Q3	$110K	Buy	219 +49	+29%	+$24.1K	0.06%	139
2023 Q2	$81.7K	Buy	170 +47	+38%	+$23K	0.04%	156
2023 Q1	$58.1K	Sell	123 -10	-8%	-$4.83K	0.03%	186
2022 Q4	$70.5K	Buy	+133	New	+$70.5K	0.04%	162
2022 Q1	–	Sell	-110	Closed	-$55K	–	569
2021 Q4	$55K	Buy	+110	New	+$49.8K	0.03%	194

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

Cassady Schiller Wealth Management's UNH Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its UnitedHealth (UNH) stake by 11% in Q4 2024, buying an estimated $13.1K and bringing the position to 232 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #152.

Cassady Schiller Wealth Management first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $122K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Cassady Schiller Wealth Management held 232 shares of UnitedHealth worth $117K as of Q4 2024.
Cassady Schiller Wealth Management bought 23 UnitedHealth shares in Q4 2024, an estimated $13.1K.
UnitedHealth made up 0.04% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #152 holding.
Cassady Schiller Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's UnitedHealth position peaked at $122K in Q3 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.