Gray Wealth Management’s UnitedHealth UNH Stock Holding History

Gray 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	$380K	Hold	751	–	–	0.14%	84
2024 Q3	$439K	Buy	751 +11	+1%	+$6.22K	0.17%	74
2024 Q2	$377K	Sell	740 -58	-7%	-$28.4K	0.16%	78
2024 Q1	$395K	Buy	798 +65	+9%	+$33K	0.18%	76
2023 Q4	$386K	Sell	733 -35	-5%	-$18.7K	0.19%	76
2023 Q3	$387K	Buy	768 +102	+15%	+$50.2K	0.2%	73
2023 Q2	$320K	Buy	666 +55	+9%	+$26.9K	0.16%	86
2023 Q1	$289K	Buy	611 +15	+3%	+$7.24K	0.16%	93
2022 Q4	$316K	Buy	596 +100	+20%	+$53K	0.18%	82
2022 Q3	$250K	Hold	496	–	–	0.16%	87
2022 Q2	$255K	Buy	496 +40	+9%	+$20.1K	0.15%	90
2022 Q1	$233K	Hold	456	–	–	0.12%	109
2021 Q4	$229K	Buy	+456	New	+$206K	0.11%	114

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

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

Gray Wealth Management held its UnitedHealth (UNH) position steady in Q4 2024 at 751 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #84.

Gray Wealth Management first reported a position in UNH in Q4 2021 and has held it in 13 quarters since. The position peaked at $439K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Gray Wealth Management held 751 shares of UnitedHealth worth $380K as of Q4 2024.
Gray Wealth Management left its UnitedHealth share count unchanged in Q4 2024.
UnitedHealth made up 0.14% of Gray Wealth Management's portfolio in Q4 2024, its #84 holding.
Gray Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 13 quarters since.
Gray Wealth Management's UnitedHealth position peaked at $439K in Q3 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.