Householder Group Estate & Retirement Specialist’s UnitedHealth UNH Stock Holding History

Householder Group Estate & Retirement Specialist’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	$80K	Sell	159 -2,042	-93%	-$1.16M	0.06%	176
2024 Q3	$1.29M	Sell	2,201 -390	-15%	-$221K	0.37%	56
2024 Q2	$1.32M	Sell	2,591 -174	-6%	-$85.3K	0.37%	52
2024 Q1	$1.37M	Sell	2,765 -171	-6%	-$86.9K	0.41%	47
2023 Q4	$1.54M	Sell	2,936 -40	-1%	-$21.3K	0.51%	41
2023 Q3	$1.5M	Buy	+2,976	New	+$1.46M	0.54%	39
2023 Q1	$1.39M	Sell	2,947 -127	-4%	-$61.3K	0.53%	43
2022 Q4	$1.63M	Sell	3,074 -95	-3%	-$50.3K	2.43%	8
2022 Q3	$1.6M	Buy	3,169 +177	+6%	+$93.1K	0.66%	29
2022 Q2	$1.54M	Buy	2,992 +14	+0.5%	+$7.03K	0.69%	34
2022 Q1	$1.52M	Sell	2,978 -29	-1%	-$14K	0.61%	40
2021 Q4	$1.51M	Buy	+3,007	New	+$1.36M	0.56%	43

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

Householder Group Estate & Retirement Specialist's UNH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its UnitedHealth (UNH) stake by 93% in Q4 2024, selling an estimated $1.16M and leaving 159 shares worth $80K. The position accounts for 0.06% of the portfolio, ranked #176.

Householder Group Estate & Retirement Specialist first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Householder Group Estate & Retirement Specialist held 159 shares of UnitedHealth worth $80K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,042 UnitedHealth shares in Q4 2024, an estimated $1.16M.
UnitedHealth made up 0.06% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #176 holding.
Householder Group Estate & Retirement Specialist first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's UnitedHealth position peaked at $1.63M in Q4 2022.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.