EWM
UNH icon

Edge Wealth Management’s UnitedHealth UNH Stock Holding History

Edge 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
-374
Closed -$219K – 82
2024
Q3 		$219K Sell
374
-393
-51% -$222K 0.04% 72
2024
Q2 		$391K Sell
767
-10
-1% -$4.9K 0.08% 52
2024
Q1 		$384K Buy
777
+360
+86% +$183K 0.08% 54
2023
Q4 		$220K Hold
417
– – 0.05% 68
2023
Q3 		$210K Sell
417
-26
-6% -$12.8K 0.05% 68
2023
Q2 		$213K Buy
443
+10
+2% +$4.89K 0.05% 68
2023
Q1 		$205K Hold
433
– – 0.05% 65
2022
Q4 		$228K Buy
+433
New +$229K 0.05% 71
2022
Q1 		– Sell
-94
Closed -$47K – 434
2021
Q4 		$47K Hold
94
– – 0.01% 181
2021
Q3 		$37K Buy
94
+27
+40% +$11.2K 0.01% 202
2021
Q2 		$27K Hold
67
– – 0.01% 243
2021
Q1 		$25K Buy
67
+26
+63% +$9.01K 0.01% 246
2020
Q4 		$14K Hold
41
– – ﹤0.01% 268
2020
Q3 		$13K Sell
41
-50
-55% -$15.4K ﹤0.01% 305
2020
Q2 		$27K Buy
91
+2
+2% +$573 0.01% 324
2020
Q1 		$23K Buy
89
+44
+98% +$12.1K 0.01% 304
2019
Q4 		$13K Buy
+45
New +$11.8K ﹤0.01% 397
2014
Q2 		– Sell
-54
Closed -$4K – 423
2014
Q1 		$4K Hold
54
– – ﹤0.01% 338
2013
Q4 		$4K Hold
54
– – ﹤0.01% 307
2013
Q3 		$4K Hold
54
– – ﹤0.01% 281
2013
Q2 		$4K Buy
+54
New +$3.36K ﹤0.01% 271

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 Wealth Management's UNH Position: Q4 2024 in Review

Edge Wealth Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 374 shares — an estimated $219K sold.

Edge Wealth Management first reported a position in UNH in Q2 2013 and held it in 21 quarters. The position peaked at $391K in Q2 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Edge Wealth Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Edge Wealth Management sold 374 UnitedHealth shares in Q4 2024, an estimated $219K.
  • Edge Wealth Management first reported a position in UnitedHealth in Q2 2013 and held it in 21 quarters.
  • Edge Wealth Management's UnitedHealth position peaked at $391K in Q2 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Edge Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.