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Maxwell Wealth Strategies’s UnitedHealth UNH Stock Holding History

Maxwell Wealth Strategies’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 		$2M Buy
3,957
+85
+2% +$48.3K 0.82% 38
2024
Q3 		$2.2M Buy
3,872
+804
+26% +$455K 0.93% 39
2024
Q2 		$1.56M Buy
3,068
+7
+0.2% +$3.43K 0.77% 43
2024
Q1 		$1.47M Buy
3,061
+2,579
+535% +$1.31M 0.75% 47
2023
Q4 		$254K Buy
+482
New +$257K 0.17% 86

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

Maxwell Wealth Strategies's UNH Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its UnitedHealth (UNH) stake by 2.2% in Q4 2024, buying an estimated $48.3K and bringing the position to 3,957 shares worth $2M. The position accounts for 0.82% of the portfolio, ranked #38.

Maxwell Wealth Strategies first reported a position in UNH in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.2M in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Maxwell Wealth Strategies held 3,957 shares of UnitedHealth worth $2M as of Q4 2024.
  • Maxwell Wealth Strategies bought 85 UnitedHealth shares in Q4 2024, an estimated $48.3K.
  • UnitedHealth made up 0.82% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #38 holding.
  • Maxwell Wealth Strategies first reported a position in UnitedHealth in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's UnitedHealth position peaked at $2.2M in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.