NovaPoint Capital’s UnitedHealth UNH Stock Holding History

NovaPoint Capital’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	-514	Closed	-$301K	–	134
2024 Q3	$301K	Hold	514	–	–	0.09%	109
2024 Q2	$262K	Hold	514	–	–	0.09%	117
2024 Q1	$254K	Sell	514 -107	-17%	-$54.4K	0.09%	120
2023 Q4	$327K	Sell	621 -9	-1%	-$4.8K	0.12%	100
2023 Q3	$318K	Buy	630 +38	+6%	+$18.7K	0.13%	100
2023 Q2	$285K	Hold	592	–	–	0.11%	105
2023 Q1	$280K	Buy	592 +111	+23%	+$53.6K	0.11%	105
2022 Q4	$255K	Hold	481	–	–	0.11%	110
2022 Q3	$243K	Hold	481	–	–	0.11%	110
2022 Q2	$247K	Buy	+481	New	+$242K	0.11%	108
2021 Q1	–	Sell	-950	Closed	-$333K	–	120
2020 Q4	$333K	Buy	+950	New	+$318K	0.17%	82

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

NovaPoint Capital's UNH Position: Q4 2024 in Review

NovaPoint Capital sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 514 shares — an estimated $301K sold.

NovaPoint Capital first reported a position in UNH in Q4 2020 and held it in 11 quarters. The position peaked at $333K in Q4 2020. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

NovaPoint Capital reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
NovaPoint Capital sold 514 UnitedHealth shares in Q4 2024, an estimated $301K.
NovaPoint Capital first reported a position in UnitedHealth in Q4 2020 and held it in 11 quarters.
NovaPoint Capital's UnitedHealth position peaked at $333K in Q4 2020.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on NovaPoint Capital's 13F filing for Q4 2024, filed 27 Jan 2025.