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Fernwood Investment Management’s UnitedHealth UNH Stock Holding History

Fernwood Investment 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 		$515K Sell
1,018
-66
-6% -$37.5K 0.18% 104
2024
Q3 		$634K Sell
1,084
-14
-1% -$7.92K 0.21% 98
2024
Q2 		$559K Sell
1,098
-109
-9% -$53.4K 0.17% 113
2024
Q1 		$597K Sell
1,207
-70
-5% -$35.6K 0.17% 110
2023
Q4 		$672K Hold
1,277
– – 0.22% 96
2023
Q3 		$644K Hold
1,277
– – 0.23% 93
2023
Q2 		$614K Buy
1,277
+91
+8% +$44.5K 0.22% 101
2023
Q1 		$560K Sell
1,186
-60
-5% -$29K 0.22% 107
2022
Q4 		$661K Sell
1,246
-90
-7% -$47.7K 0.27% 100
2022
Q3 		$675K Buy
1,336
+50
+4% +$26.3K 0.28% 92
2022
Q2 		$661K Sell
1,286
-15
-1% -$7.53K 0.28% 95
2022
Q1 		$663K Hold
1,301
– – 0.23% 112
2021
Q4 		$653K Hold
1,301
– – 0.21% 117
2021
Q3 		$508K Buy
1,301
+8
+0.6% +$3.31K 0.17% 128
2021
Q2 		$518K Hold
1,293
– – 0.17% 130
2021
Q1 		$481K Buy
1,293
+14
+1% +$4.85K 0.18% 127
2020
Q4 		$449K Hold
1,279
– – 0.18% 126
2020
Q3 		$399K Hold
1,279
– – 0.19% 120
2020
Q2 		$377K Sell
1,279
-16
-1% -$4.58K 0.19% 117
2020
Q1 		$323K Hold
1,295
– – 0.21% 110
2019
Q4 		$381K Sell
1,295
-25
-2% -$6.54K 0.18% 112
2019
Q3 		$287K Buy
1,320
+25
+2% +$6.03K 0.14% 139
2019
Q2 		$316K Buy
1,295
+21
+2% +$5.05K 0.17% 111
2019
Q1 		$315K Buy
1,274
+11
+0.9% +$2.81K 0.17% 114
2018
Q4 		$315K Buy
1,263
+63
+5% +$16.6K 0.2% 110
2018
Q3 		$319K Hold
1,200
– – 0.17% 122
2018
Q2 		$294K Hold
1,200
– – 0.16% 130
2018
Q1 		$257K Hold
1,200
– – 0.14% 123
2017
Q4 		$265K Hold
1,200
– – 0.14% 127
2017
Q3 		$235K Hold
1,200
– – 0.15% 122
2017
Q2 		$223K Buy
+1,200
New +$210K 0.16% 122

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

Fernwood Investment Management's UNH Position: Q4 2024 in Review

Fernwood Investment Management reduced its UnitedHealth (UNH) stake by 6.1% in Q4 2024, selling an estimated $37.5K and leaving 1,018 shares worth $515K. The position accounts for 0.18% of the portfolio, ranked #104.

Fernwood Investment Management first reported a position in UNH in Q2 2017 and has held it in 31 quarters since. The position peaked at $675K in Q3 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Fernwood Investment Management held 1,018 shares of UnitedHealth worth $515K as of Q4 2024.
  • Fernwood Investment Management sold 66 UnitedHealth shares in Q4 2024, an estimated $37.5K.
  • UnitedHealth made up 0.18% of Fernwood Investment Management's portfolio in Q4 2024, its #104 holding.
  • Fernwood Investment Management first reported a position in UnitedHealth in Q2 2017 and has held it in 31 quarters since.
  • Fernwood Investment Management's UnitedHealth position peaked at $675K in Q3 2022.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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