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MFA Wealth Advisors’s UnitedHealth UNH Stock Holding History

MFA Wealth 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 		– Sell
-216
Closed -$126K – 369
2024
Q3 		$126K Sell
216
-96
-31% -$54.3K 0.03% 121
2024
Q2 		$159K Buy
+312
New +$153K 0.03% 111
2023
Q1 		– Sell
-414
Closed -$219K – 78
2022
Q4 		$219K Hold
414
– – 0.08% 58
2022
Q3 		$209K Buy
414
+19
+5% +$9.99K 0.08% 55
2022
Q2 		$202K Buy
+395
New +$198K 0.07% 57
2020
Q3 		– Sell
-127
Closed -$37.5K – 217
2020
Q2 		$37.5K Buy
+127
New +$36.4K 0.02% 84

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

MFA Wealth Advisors's UNH Position: Q4 2024 in Review

MFA Wealth Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 216 shares — an estimated $126K sold.

MFA Wealth Advisors first reported a position in UNH in Q2 2020 and held it in 6 quarters. The position peaked at $219K in Q4 2022. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • MFA Wealth Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 216 UnitedHealth shares in Q4 2024, an estimated $126K.
  • MFA Wealth Advisors first reported a position in UnitedHealth in Q2 2020 and held it in 6 quarters.
  • MFA Wealth Advisors's UnitedHealth position peaked at $219K in Q4 2022.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.