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Kiely Wealth Advisory Group’s UnitedHealth UNH Stock Holding History

Kiely Wealth Advisory Group’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 		$85.3K Hold
160
– – 0.05% 98
2024
Q3 		$98.9K Hold
160
– – 0.06% 89
2024
Q2 		$90.4K Hold
160
– – 0.05% 79
2024
Q1 		$78.9K Hold
160
– – 0.04% 82
2023
Q4 		$79.6K Buy
+160
New +$85.3K 0.05% 78

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

Kiely Wealth Advisory Group's UNH Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its UnitedHealth (UNH) position steady in Q4 2024 at 160 shares worth $85.3K. The position accounts for 0.05% of the portfolio, ranked #98.

Kiely Wealth Advisory Group first reported a position in UNH in Q4 2023 and has held it in 5 quarters since. The position peaked at $98.9K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Kiely Wealth Advisory Group held 160 shares of UnitedHealth worth $85.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its UnitedHealth share count unchanged in Q4 2024.
  • UnitedHealth made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #98 holding.
  • Kiely Wealth Advisory Group first reported a position in UnitedHealth in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's UnitedHealth position peaked at $98.9K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.