Peninsula Wealth’s UnitedHealth UNH Stock Holding History

Peninsula 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
2024 Q4	$327K	Buy	647 +30	+5%	+$17K	0.06%	86
2024 Q3	$353K	Buy	617 +56	+10%	+$31.7K	0.06%	80
2024 Q2	$287K	Buy	561 +12	+2%	+$5.88K	0.05%	82
2024 Q1	$271K	Sell	549 -67	-11%	-$34.1K	0.05%	80
2023 Q4	$324K	Buy	616 +35	+6%	+$18.7K	0.07%	70
2023 Q3	$303K	Buy	581 +91	+19%	+$44.8K	0.07%	67
2023 Q2	$235K	Buy	+490	New	+$240K	0.06%	71
2023 Q1	–	Sell	-384	Closed	-$204K	–	75
2022 Q4	$204K	Buy	+384	New	+$203K	0.06%	71

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

Peninsula Wealth's UNH Position: Q4 2024 in Review

Peninsula Wealth increased its UnitedHealth (UNH) stake by 4.9% in Q4 2024, buying an estimated $17K and bringing the position to 647 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #86.

Peninsula Wealth first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $353K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Peninsula Wealth held 647 shares of UnitedHealth worth $327K as of Q4 2024.
Peninsula Wealth bought 30 UnitedHealth shares in Q4 2024, an estimated $17K.
UnitedHealth made up 0.06% of Peninsula Wealth's portfolio in Q4 2024, its #86 holding.
Peninsula Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
Peninsula Wealth's UnitedHealth position peaked at $353K in Q3 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.