Financial Management Network’s UnitedHealth UNH Stock Holding History

Financial Management Network’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	-377	Closed	-$223K	–	179
2024 Q3	$223K	Sell	377 -99	-21%	-$56K	0.05%	154
2024 Q2	$232K	Sell	476 -15	-3%	-$7.35K	0.06%	138
2024 Q1	$223K	Buy	+491	New	+$250K	0.06%	146
2023 Q4	–	Sell	-563	Closed	-$287K	–	155
2023 Q3	$287K	Buy	563 +5	+0.9%	+$2.46K	0.1%	120
2023 Q2	$266K	Sell	558 -7	-1%	-$3.42K	0.09%	126
2023 Q1	$279K	Buy	565 +32	+6%	+$15.4K	0.11%	110
2022 Q4	$269K	Buy	533 +94	+21%	+$49.8K	0.12%	119
2022 Q3	$230K	Buy	439 +5	+1%	+$2.63K	0.11%	122
2022 Q2	$224K	Hold	434	–	–	0.12%	116
2022 Q1	$221K	Buy	434 +1	+0.2%	+$482	0.11%	109
2021 Q4	$213K	Buy	+433	New	+$196K	0.1%	127

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Management Network's UNH Position: Q4 2024 in Review

Financial Management Network sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 377 shares — an estimated $223K sold.

Financial Management Network first reported a position in UNH in Q4 2021 and held it in 11 quarters. The position peaked at $287K in Q3 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Financial Management Network reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Financial Management Network sold 377 UnitedHealth shares in Q4 2024, an estimated $223K.
Financial Management Network first reported a position in UnitedHealth in Q4 2021 and held it in 11 quarters.
Financial Management Network's UnitedHealth position peaked at $287K in Q3 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Financial Management Network's 13F filing for Q4 2024, filed 3 Feb 2025.