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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
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

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

Merriman Wealth Management increased its UnitedHealth (UNH) stake by 25% in Q4 2024, buying an estimated $101K and bringing the position to 888 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #138.

Merriman Wealth Management first reported a position in UNH in Q4 2017 and has held it in 14 quarters since. The position peaked at $613K in Q4 2023. 3,681 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Merriman Wealth Management held 888 shares of UnitedHealth worth $449K as of Q4 2024.
  • Merriman Wealth Management bought 178 UnitedHealth shares in Q4 2024, an estimated $101K.
  • UnitedHealth made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #138 holding.
  • Merriman Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 14 quarters since.
  • Merriman Wealth Management's UnitedHealth position peaked at $613K in Q4 2023.
  • 3,681 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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