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Geller Advisors’s UnitedHealth UNH Stock Holding History

Geller Advisors’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 		$1.89M Sell
3,728
-141
-4% -$80.1K 0.12% 44
2024
Q3 		$2.26M Sell
3,869
-1,061
-22% -$600K 0.16% 38
2024
Q2 		$2.51M Sell
4,930
-306
-6% -$150K 0.19% 36
2024
Q1 		$2.59M Buy
5,236
+167
+3% +$84.9K 0.21% 34
2023
Q4 		$2.67M Sell
5,069
-261
-5% -$139K 0.26% 26
2023
Q3 		$2.69M Buy
5,330
+672
+14% +$331K 0.31% 24
2023
Q2 		$2.24M Buy
4,658
+1,607
+53% +$786K 0.28% 25
2023
Q1 		$1.44M Buy
3,051
+488
+19% +$235K 0.21% 23
2022
Q4 		$1.36M Buy
2,563
+212
+9% +$112K 0.23% 21
2022
Q3 		$1.19M Buy
2,351
+598
+34% +$314K 0.26% 19
2022
Q2 		$900K Hold
1,753
– – 0.19% 26
2022
Q1 		$894K Sell
1,753
-106
-6% -$51.1K 0.17% 34
2021
Q4 		$933K Buy
1,859
+6
+0.3% +$2.72K 0.18% 34
2021
Q3 		$724K Sell
1,853
-616
-25% -$255K 0.16% 41
2021
Q2 		$989K Sell
2,469
-6
-0.2% -$2.39K 0.21% 23
2021
Q1 		$921K Buy
2,475
+524
+27% +$182K 0.22% 20
2020
Q4 		$857K Hold
1,951
– – 0.22% 18
2020
Q3 		$608K Buy
1,951
+77
+4% +$23.7K 0.17% 27
2020
Q2 		$553K Buy
1,874
+681
+57% +$195K 0.17% 26
2020
Q1 		$298K Sell
1,193
-205
-15% -$56.4K 0.09% 41
2019
Q4 		$411K Sell
1,398
-722
-34% -$189K 0.13% 24
2019
Q3 		$461K Buy
+2,120
New +$512K 0.17% 25

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

Geller Advisors's UNH Position: Q4 2024 in Review

Geller Advisors reduced its UnitedHealth (UNH) stake by 3.6% in Q4 2024, selling an estimated $80.1K and leaving 3,728 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #44.

Geller Advisors first reported a position in UNH in Q3 2019 and has held it in 22 quarters since. The position peaked at $2.69M in Q3 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Geller Advisors held 3,728 shares of UnitedHealth worth $1.89M as of Q4 2024.
  • Geller Advisors sold 141 UnitedHealth shares in Q4 2024, an estimated $80.1K.
  • UnitedHealth made up 0.12% of Geller Advisors's portfolio in Q4 2024, its #44 holding.
  • Geller Advisors first reported a position in UnitedHealth in Q3 2019 and has held it in 22 quarters since.
  • Geller Advisors's UnitedHealth position peaked at $2.69M in Q3 2023.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.