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Foundation Wealth Management (Missouri)’s UnitedHealth UNH Stock Holding History

Foundation Wealth Management (Missouri)’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
-408
Closed -$239K – 46
2024
Q3 		$239K Hold
408
– – 0.18% 37
2024
Q2 		$208K Hold
408
– – 0.16% 44
2024
Q1 		$202K Sell
408
-8
-2% -$4.07K 0.16% 38
2023
Q4 		$219K Buy
416
+8
+2% +$4.27K 0.2% 32
2023
Q3 		$206K Buy
+408
New +$201K 0.21% 38
2023
Q1 		– Sell
-418
Closed -$222K – 39
2022
Q4 		$222K Buy
+418
New +$221K 0.23% 36

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

Foundation Wealth Management (Missouri)'s UNH Position: Q4 2024 in Review

Foundation Wealth Management (Missouri) sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 408 shares — an estimated $239K sold.

Foundation Wealth Management (Missouri) first reported a position in UNH in Q4 2022 and held it in 6 quarters. The position peaked at $239K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Foundation Wealth Management (Missouri) reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 408 UnitedHealth shares in Q4 2024, an estimated $239K.
  • Foundation Wealth Management (Missouri) first reported a position in UnitedHealth in Q4 2022 and held it in 6 quarters.
  • Foundation Wealth Management (Missouri)'s UnitedHealth position peaked at $239K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2024, filed 7 Feb 2025.