Next Century Growth Investors’s UnitedHealth UNH Stock Holding History

Next Century Growth Investors’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	-4,479	Closed	-$2.62M	–	147
2024 Q3	$2.62M	Sell	4,479 -354	-7%	-$200K	0.21%	105
2024 Q2	$2.46M	Sell	4,833 -12	-0.2%	-$5.88K	0.2%	105
2024 Q1	$2.4M	Sell	4,845 -3,011	-38%	-$1.53M	0.21%	102
2023 Q4	$4.14M	Buy	7,856 +1,925	+32%	+$1.03M	0.4%	72
2023 Q3	$2.99M	Hold	5,931	–	–	0.33%	77
2023 Q2	$2.85M	Hold	5,931	–	–	0.27%	83
2023 Q1	$2.8M	Sell	5,931 -137	-2%	-$66.1K	0.31%	71
2022 Q4	$3.22M	Sell	6,068 -3	-0%	-$1.59K	0.39%	68
2022 Q3	$3.07M	Buy	6,071 +60	+1%	+$31.6K	0.37%	61
2022 Q2	$3.09M	Buy	+6,011	New	+$3.02M	0.4%	68
2019 Q2	–	Sell	-12,344	Closed	-$3.05M	–	138
2019 Q1	$3.05M	Hold	12,344	–	–	0.41%	84
2018 Q4	$3.08M	Buy	12,344 +4,925	+66%	+$1.3M	0.44%	84
2018 Q3	$1.97M	Sell	7,419 -300	-4%	-$78K	0.23%	115
2018 Q2	$1.89M	Hold	7,719	–	–	0.24%	110
2018 Q1	$1.65M	Sell	7,719 -6,292	-45%	-$1.44M	0.22%	111
2017 Q4	$3.09M	Sell	14,011 -1,589	-10%	-$337K	0.38%	74
2017 Q3	$3.06M	Buy	15,600 +10,777	+223%	+$2.08M	0.37%	88
2017 Q2	$894K	Buy	+4,823	New	+$846K	0.09%	136

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Century Growth Investors's UNH Position: Q4 2024 in Review

Next Century Growth Investors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 4,479 shares — an estimated $2.62M sold.

Next Century Growth Investors first reported a position in UNH in Q2 2017 and held it in 18 quarters. The position peaked at $4.14M in Q4 2023. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Next Century Growth Investors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Next Century Growth Investors sold 4,479 UnitedHealth shares in Q4 2024, an estimated $2.62M.
Next Century Growth Investors first reported a position in UnitedHealth in Q2 2017 and held it in 18 quarters.
Next Century Growth Investors's UnitedHealth position peaked at $4.14M in Q4 2023.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Next Century Growth Investors's 13F filing for Q4 2024, filed 13 Feb 2025.