MIA
UNH icon

Madison Investment Advisors’s UnitedHealth UNH Stock Holding History

Madison Investment Advisors’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 		$19M Buy
+37,613
New +$21.4M 0.21% 99

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

Madison Investment Advisors's UNH Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in UnitedHealth (UNH) in Q4 2024: 37,613 shares worth $19M. The stake represents 0.21% of the portfolio and ranks #99 among its holdings.

3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Madison Investment Advisors held 37,613 shares of UnitedHealth worth $19M as of Q4 2024.
  • UnitedHealth was a new Madison Investment Advisors position in Q4 2024.
  • UnitedHealth made up 0.21% of Madison Investment Advisors's portfolio in Q4 2024, its #99 holding.
  • 3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.