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Nottingham Advisors’s UnitedHealth UNH Stock Holding History

Nottingham 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
-373
Closed -$218K – 149
2024
Q3 		$218K Sell
373
-20
-5% -$11.3K 0.02% 137
2024
Q2 		$200K Buy
+393
New +$193K 0.02% 150
2024
Q1 		– Sell
-393
Closed -$207K – 140
2023
Q4 		$207K Buy
+393
New +$210K 0.03% 126
2023
Q1 		– Sell
-393
Closed -$208K – 153
2022
Q4 		$208K Buy
+393
New +$208K 0.03% 138

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

Nottingham Advisors's UNH Position: Q4 2024 in Review

Nottingham Advisors sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 373 shares — an estimated $218K sold.

Nottingham Advisors first reported a position in UNH in Q4 2022 and held it in 4 quarters. The position peaked at $218K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Nottingham Advisors reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Nottingham Advisors sold 373 UnitedHealth shares in Q4 2024, an estimated $218K.
  • Nottingham Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 4 quarters.
  • Nottingham Advisors's UnitedHealth position peaked at $218K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Nottingham Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.