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Naples Money Management’s UnitedHealth UNH Stock Holding History

Naples Money 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
Q3 		$170K Hold
290
– – 0.14% 58
2024
Q2 		$143K Buy
290
+4
+1% +$1.96K 0.12% 56
2024
Q1 		$141K Sell
286
-2
-0.7% -$1.02K 0.14% 60
2023
Q4 		$152K Buy
+288
New +$154K 0.14% 63

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 $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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Naples Money Management's UNH Position: Q3 2024 in Review

Naples Money Management held its UnitedHealth (UNH) position steady in Q3 2024 at 290 shares worth $170K. The position accounts for 0.14% of the portfolio, ranked #58.

Naples Money Management first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. 3,468 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Naples Money Management held 290 shares of UnitedHealth worth $170K as of Q3 2024.
  • Naples Money Management left its UnitedHealth share count unchanged in Q3 2024.
  • UnitedHealth made up 0.14% of Naples Money Management's portfolio in Q3 2024, its #58 holding.
  • Naples Money Management first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • 3,468 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.