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Edge Capital Group’s UnitedHealth UNH Stock Holding History

Edge Capital Group’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 		$1.37M Buy
2,700
+185
+7% +$105K 0.06% 146
2024
Q3 		$1.47M Sell
2,515
-559
-18% -$316K 0.07% 143
2024
Q2 		$1.57M Buy
3,074
+5
+0.2% +$2.45K 0.08% 134
2024
Q1 		$1.52M Buy
3,069
+163
+6% +$82.9K 0.08% 138
2023
Q4 		$1.53M Buy
2,906
+29
+1% +$15.5K 0.09% 137
2023
Q3 		$1.45M Buy
2,877
+39
+1% +$19.2K 0.09% 135
2023
Q2 		$1.36M Buy
2,838
+608
+27% +$297K 0.08% 150
2023
Q1 		$1.05M Sell
2,230
-565
-20% -$273K 0.06% 166
2022
Q4 		$1.48M Buy
2,795
+140
+5% +$74.2K 0.1% 119
2022
Q3 		$1.34M Buy
2,655
+16
+0.6% +$8.41K 0.11% 114
2022
Q2 		$1.36M Sell
2,639
-610
-19% -$306K 0.12% 121
2022
Q1 		$1.66M Sell
3,249
-199
-6% -$96K 0.11% 115
2021
Q4 		$1.73M Buy
3,448
+282
+9% +$128K 0.12% 111
2021
Q3 		$1.24M Buy
3,166
+370
+13% +$153K 0.1% 124
2021
Q2 		$1.12M Sell
2,796
-452
-14% -$180K 0.09% 131
2021
Q1 		$1.21M Buy
3,248
+413
+15% +$143K 0.1% 119
2020
Q4 		$994K Buy
2,835
+254
+10% +$85.1K 0.08% 132
2020
Q3 		$805K Buy
2,581
+272
+12% +$83.5K 0.08% 126
2020
Q2 		$681K Buy
2,309
+2
+0.1% +$573 0.07% 134
2020
Q1 		$575K Buy
+2,307
New +$635K 0.07% 139
2019
Q3 		– Sell
-1,109
Closed -$271K – 255
2019
Q2 		$271K Buy
+1,109
New +$267K 0.03% 220
2019
Q1 		– Sell
-811
Closed -$202K – 245
2018
Q4 		$202K Buy
+811
New +$214K 0.02% 224

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

Edge Capital Group's UNH Position: Q4 2024 in Review

Edge Capital Group increased its UnitedHealth (UNH) stake by 7.4% in Q4 2024, buying an estimated $105K and bringing the position to 2,700 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #146.

Edge Capital Group first reported a position in UNH in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.73M in Q4 2021. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Edge Capital Group held 2,700 shares of UnitedHealth worth $1.37M as of Q4 2024.
  • Edge Capital Group bought 185 UnitedHealth shares in Q4 2024, an estimated $105K.
  • UnitedHealth made up 0.06% of Edge Capital Group's portfolio in Q4 2024, its #146 holding.
  • Edge Capital Group first reported a position in UnitedHealth in Q4 2018 and has held it in 22 quarters since.
  • Edge Capital Group's UnitedHealth position peaked at $1.73M in Q4 2021.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.