FWM
UNH icon

Fairhaven Wealth Management’s UnitedHealth UNH Stock Holding History

Fairhaven 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 		$5.11M Buy
10,097
+72
+0.7% +$40.9K 1.6% 15
2024
Q3 		$5.86M Buy
10,025
+26
+0.3% +$14.7K 1.8% 12
2024
Q2 		$5.09M Buy
9,999
+65
+0.7% +$31.9K 1.69% 15
2024
Q1 		$4.91M Sell
9,934
-202
-2% -$103K 1.69% 15
2023
Q4 		$5.34M Sell
10,136
-315
-3% -$168K 1.95% 10
2023
Q3 		$5.27M Buy
10,451
+75
+0.7% +$36.9K 2.1% 10
2023
Q2 		$4.99M Buy
+10,376
New +$5.07M 1.91% 12
2022
Q4 		$5.43M Buy
10,236
+166
+2% +$87.9K 2.31% 10
2022
Q3 		$5.09M Sell
10,070
-431
-4% -$227K 2.27% 9
2022
Q2 		$5.39M Sell
10,501
-158
-1% -$79.3K 2.53% 8
2022
Q1 		$5.44M Buy
10,659
+158
+2% +$76.2K 2.21% 10
2021
Q4 		$5.27M Buy
10,501
+91
+0.9% +$41.2K 2.06% 10
2021
Q3 		$4.07M Buy
10,410
+798
+8% +$331K 1.68% 10
2021
Q2 		$3.85M Buy
9,612
+101
+1% +$40.3K 1.53% 14
2021
Q1 		$3.54M Buy
9,511
+1,370
+17% +$475K 1.48% 14
2020
Q4 		$2.85M Buy
8,141
+845
+12% +$283K 1.26% 17
2020
Q3 		$2.27M Buy
7,296
+263
+4% +$80.8K 1.35% 16
2020
Q2 		$2.07M Buy
7,033
+792
+13% +$227K 1.36% 16
2020
Q1 		$1.56M Buy
6,241
+1,903
+44% +$524K 1.41% 15
2019
Q4 		$1.27M Sell
4,338
-31
-0.7% -$8.11K 1.06% 16
2019
Q3 		$949K Buy
4,369
+139
+3% +$33.5K 0.89% 18
2019
Q2 		$1.03M Buy
4,230
+499
+13% +$120K 0.96% 16
2019
Q1 		$923K Buy
3,731
+191
+5% +$48.7K 0.88% 16
2018
Q4 		$882K Buy
+3,540
New +$935K 0.87% 17

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

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

Fairhaven Wealth Management increased its UnitedHealth (UNH) stake by 0.72% in Q4 2024, buying an estimated $40.9K and bringing the position to 10,097 shares worth $5.11M. The position accounts for 1.6% of the portfolio, ranked #15.

Fairhaven Wealth Management first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.86M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Fairhaven Wealth Management held 10,097 shares of UnitedHealth worth $5.11M as of Q4 2024.
  • Fairhaven Wealth Management bought 72 UnitedHealth shares in Q4 2024, an estimated $40.9K.
  • UnitedHealth made up 1.6% of Fairhaven Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Fairhaven Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • Fairhaven Wealth Management's UnitedHealth position peaked at $5.86M in Q3 2024.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.