HWP
UNH icon

Heritage Wealth Partners’s UnitedHealth UNH Stock Holding History

Heritage Wealth Partners’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
2025
Q1 		$416K Sell
795
-971
-55% -$496K 0.63% 31
2024
Q4 		$893K Sell
1,766
-7
-0.4% -$3.98K 1.12% 23
2024
Q3 		$1.04M Buy
1,773
+1,004
+131% +$568K 1.22% 22
2024
Q2 		$392K Sell
769
-941
-55% -$461K 0.57% 36
2024
Q1 		$900K Hold
1,710
– – 1.84% 19
2023
Q4 		$900K Sell
1,710
-140
-8% -$74.7K 1.84% 19
2023
Q3 		$933K Buy
1,850
+260
+16% +$128K 1.99% 18
2023
Q2 		$764K Buy
+1,590
New +$777K 0.45% 42
2023
Q1 		– Sell
-1,821
Closed -$991K – 54
2022
Q4 		$991K Buy
+1,821
New +$965K 0.91% 22

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State Street
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JP Morgan Chase
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Wellington Management Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return