Monterey Private Wealth’s UnitedHealth UNH Stock Holding History

Monterey Private Wealth’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
2025 Q1	$648K	Buy	1,237 +4	+0.3%	+$2.04K	0.19%	51
2024 Q4	$624K	Buy	1,233 +182	+17%	+$103K	0.21%	52
2024 Q3	$615K	Buy	1,051 +3	+0.3%	+$1.7K	0.21%	53
2024 Q2	$534K	Buy	1,048 +334	+47%	+$164K	0.2%	56
2024 Q1	$353K	Buy	714 +6	+0.8%	+$3.05K	0.14%	68
2023 Q4	$373K	Hold	708	–	–	0.17%	60
2023 Q3	$357K	Hold	708	–	–	0.18%	60
2023 Q2	$340K	Buy	708 +20	+3%	+$9.78K	0.16%	64
2023 Q1	$325K	Sell	688 -81	-11%	-$39.1K	0.17%	70
2022 Q4	$408K	Sell	769 -134	-15%	-$71K	0.22%	57
2022 Q3	$460K	Sell	903 -42	-4%	-$22.1K	0.28%	48
2022 Q2	$485K	Buy	945 +18	+2%	+$9.04K	0.28%	50
2022 Q1	$483K	Buy	+927	New	+$447K	0.23%	60

Other funds holding UNH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Monterey Private Wealth's UNH Position: Q1 2025 in Review

Monterey Private Wealth increased its UnitedHealth (UNH) stake by 0.32% in Q1 2025, buying an estimated $2.04K and bringing the position to 1,237 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #51.

Monterey Private Wealth first reported a position in UNH in Q1 2022 and has held it in 13 quarters since. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Monterey Private Wealth held 1,237 shares of UnitedHealth worth $648K as of Q1 2025.
Monterey Private Wealth bought 4 UnitedHealth shares in Q1 2025, an estimated $2.04K.
UnitedHealth made up 0.19% of Monterey Private Wealth's portfolio in Q1 2025, its #51 holding.
Monterey Private Wealth first reported a position in UnitedHealth in Q1 2022 and has held it in 13 quarters since.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.