GW
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GW & Wade’s UnitedHealth UNH Stock Holding History

GW & Wade’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
2023
Q4 		$6.67M Buy
12,664
+1,413
+13% +$754K 0.22% 92
2023
Q3 		$5.67M Buy
11,251
+667
+6% +$328K 0.21% 90
2023
Q2 		$5.09M Sell
10,584
-112
-1% -$54.8K 0.18% 94
2023
Q1 		$5.05M Buy
10,696
+311
+3% +$150K 0.19% 95
2022
Q4 		$5.51M Buy
10,385
+834
+9% +$442K 0.23% 83
2022
Q3 		$4.82M Buy
9,551
+105
+1% +$55.2K 0.24% 80
2022
Q2 		$4.85M Buy
9,446
+266
+3% +$134K 0.22% 82
2022
Q1 		$4.68M Buy
9,180
+893
+11% +$431K 0.2% 84
2021
Q4 		$4.16M Buy
8,287
+302
+4% +$137K 0.18% 90
2021
Q3 		$3.12M Buy
7,985
+141
+2% +$58.4K 0.15% 104
2021
Q2 		$3.14M Buy
7,844
+345
+5% +$138K 0.15% 105
2021
Q1 		$2.79M Buy
7,499
+3,321
+79% +$1.15M 0.15% 99
2020
Q4 		$1.47M Buy
4,178
+2,886
+223% +$967K 0.09% 116
2020
Q3 		$403K Sell
1,292
-101
-7% -$31K 0.03% 172
2020
Q2 		$411K Buy
1,393
+47
+3% +$13.5K 0.03% 163
2020
Q1 		$336K Sell
1,346
-14
-1% -$3.85K 0.03% 160
2019
Q4 		$400K Buy
+1,360
New +$356K 0.03% 172
2019
Q3 		– Sell
-962
Closed -$235K – 239
2019
Q2 		$235K Sell
962
-5
-0.5% -$1.2K 0.02% 210
2019
Q1 		$239K Buy
+967
New +$247K 0.02% 206

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GW & Wade's UNH Position: Q4 2023 in Review

GW & Wade increased its UnitedHealth (UNH) stake by 13% in Q4 2023, buying an estimated $754K and bringing the position to 12,664 shares worth $6.67M. The position accounts for 0.22% of the portfolio, ranked #92.

GW & Wade first reported a position in UNH in Q1 2019 and has held it in 19 quarters since. 3,412 funds tracked by Wall St. Rank hold UNH as of Q4 2023.

  • GW & Wade held 12,664 shares of UnitedHealth worth $6.67M as of Q4 2023.
  • GW & Wade bought 1,413 UnitedHealth shares in Q4 2023, an estimated $754K.
  • UnitedHealth made up 0.22% of GW & Wade's portfolio in Q4 2023, its #92 holding.
  • GW & Wade first reported a position in UnitedHealth in Q1 2019 and has held it in 19 quarters since.
  • 3,412 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.