KWM
UNH icon

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 $5.7T 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 $1.47T 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