EWM
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Executive Wealth Management’s UnitedHealth UNH Stock Holding History

Executive 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 		$1.73M Buy
3,416
+2,328
+214% +$1.32M 0.14% 118
2024
Q3 		$636K Buy
1,088
+67
+7% +$37.9K 0.05% 152
2024
Q2 		$520K Sell
1,021
-19,543
-95% -$9.58M 0.1% 76
2024
Q1 		$10.1M Buy
20,564
+868
+4% +$441K 0.88% 31
2023
Q4 		$10.4M Buy
19,696
+211
+1% +$113K 0.98% 27
2023
Q3 		$9.82M Buy
19,485
+992
+5% +$488K 1.02% 22
2023
Q2 		$8.89M Buy
18,493
+1,766
+11% +$864K 0.92% 33
2023
Q1 		$7.91M Buy
16,727
+1,976
+13% +$954K 0.88% 32
2022
Q4 		$7.82M Buy
14,751
+7,875
+115% +$4.17M 0.96% 30
2022
Q3 		$6.88K Sell
6,876
-6,561
-49% -$3.45M 0.96% 25
2022
Q2 		$6.9M Sell
13,437
-1,111
-8% -$558K 0.93% 32
2022
Q1 		$7.42M Sell
14,548
-2,517
-15% -$1.21M 0.81% 42
2021
Q4 		$8.57M Buy
17,065
+752
+5% +$340K 0.85% 32
2021
Q3 		$6.37M Buy
16,313
+167
+1% +$69.2K 0.7% 48
2021
Q2 		$6.46M Buy
16,146
+1,373
+9% +$547K 0.71% 45
2021
Q1 		$5.5M Buy
14,773
+12,322
+503% +$4.27M 0.65% 46
2020
Q4 		$859K Buy
2,451
+302
+14% +$101K 0.11% 104
2020
Q3 		$670K Buy
2,149
+18
+0.8% +$5.53K 0.09% 103
2020
Q2 		$628K Sell
2,131
-1,500
-41% -$430K 0.09% 91
2020
Q1 		$905K Sell
3,631
-607
-14% -$167K 0.16% 78
2019
Q4 		$1.25M Sell
4,238
-310
-7% -$81.1K 0.17% 85
2019
Q3 		$988K Sell
4,548
-331
-7% -$79.9K 0.15% 90
2019
Q2 		$1.19M Buy
4,879
+538
+12% +$129K 0.17% 96
2019
Q1 		$1.07M Sell
4,341
-623
-13% -$159K 0.19% 88
2018
Q4 		$1.24M Buy
+4,964
New +$1.31M 0.22% 66

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

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

Executive Wealth Management increased its UnitedHealth (UNH) stake by 214% in Q4 2024, buying an estimated $1.32M and bringing the position to 3,416 shares worth $1.73M. The position accounts for 0.14% of the portfolio, ranked #118.

Executive Wealth Management first reported a position in UNH in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.4M in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Executive Wealth Management held 3,416 shares of UnitedHealth worth $1.73M as of Q4 2024.
  • Executive Wealth Management bought 2,328 UnitedHealth shares in Q4 2024, an estimated $1.32M.
  • UnitedHealth made up 0.14% of Executive Wealth Management's portfolio in Q4 2024, its #118 holding.
  • Executive Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's UnitedHealth position peaked at $10.4M in Q4 2023.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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