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Kolinsky Wealth Management’s UnitedHealth UNH Stock Holding History

Kolinsky 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 		$1.08M Buy
2,135
+21
+1% +$11.9K 0.66% 20
2024
Q3 		$1.24M Sell
2,114
-77
-4% -$43.6K 0.8% 17
2024
Q2 		$1.12M Sell
2,191
-253
-10% -$124K 0.8% 17
2024
Q1 		$1.21M Sell
2,444
-94
-4% -$47.8K 0.92% 16
2023
Q4 		$1.34M Sell
2,538
-14
-0.5% -$7.47K 1.18% 12
2023
Q3 		$1.29M Buy
2,552
+81
+3% +$39.9K 1.28% 10
2023
Q2 		$1.18M Sell
2,471
-77
-3% -$37.7K 1.12% 11
2023
Q1 		$1.2M Buy
2,548
+48
+2% +$23.2K 1.28% 9
2022
Q4 		$1.32M Sell
2,500
-62
-2% -$32.8K 1.51% 9
2022
Q3 		$1.29M Buy
2,562
+14
+0.5% +$7.36K 1.62% 9
2022
Q2 		$1.31M Buy
2,548
+61
+2% +$30.6K 1.55% 8
2022
Q1 		$1.27M Buy
2,487
+133
+6% +$64.1K 1.24% 9
2021
Q4 		$1.18M Buy
+2,354
New +$1.07M 1.09% 11

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kolinsky Wealth Management increased its UnitedHealth (UNH) stake by 0.99% in Q4 2024, buying an estimated $11.9K and bringing the position to 2,135 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #20.

Kolinsky Wealth Management first reported a position in UNH in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2023. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Kolinsky Wealth Management held 2,135 shares of UnitedHealth worth $1.08M as of Q4 2024.
  • Kolinsky Wealth Management bought 21 UnitedHealth shares in Q4 2024, an estimated $11.9K.
  • UnitedHealth made up 0.66% of Kolinsky Wealth Management's portfolio in Q4 2024, its #20 holding.
  • Kolinsky Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's UnitedHealth position peaked at $1.34M in Q4 2023.
  • 3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.