Merriman Wealth Management’s UnitedHealth UNH Stock Holding History

Merriman 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	$449K	Buy	888 +178	+25%	+$101K	0.02%	138
2024 Q3	$415K	Buy	710 +5	+0.7%	+$2.83K	0.02%	154
2024 Q2	$359K	Sell	705 -41	-5%	-$20.1K	0.02%	158
2024 Q1	$369K	Sell	746 -418	-36%	-$213K	0.02%	153
2023 Q4	$613K	Buy	1,164 +501	+76%	+$267K	0.03%	116
2023 Q3	$334K	Buy	663 +21	+3%	+$10.3K	0.02%	141
2023 Q2	$309K	Buy	642 +19	+3%	+$9.29K	0.02%	173
2023 Q1	$294K	Sell	623 -52	-8%	-$25.1K	0.02%	163
2022 Q4	$358K	Buy	+675	New	+$358K	0.02%	158
2019 Q1	–	Sell	-1,168	Closed	-$280K	–	228
2018 Q4	$280K	Buy	1,168 +77	+7%	+$20.3K	0.06%	129
2018 Q3	$290K	Sell	1,091 -426	-28%	-$111K	0.06%	144
2018 Q2	$372K	Buy	1,517 +201	+15%	+$48.3K	0.08%	126
2018 Q1	$282K	Buy	1,316 +15	+1%	+$3.43K	0.07%	152
2017 Q4	$287K	Buy	+1,301	New	+$276K	0.07%	144

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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