Perfromance Wealth Partners’s UnitedHealth UNH Stock Holding History

Perfromance Wealth Partners’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	-343	Closed	-$201K	–	206
2024 Q3	$201K	Buy	+343	New	+$194K	0.01%	187
2024 Q1	–	Sell	-8,203	Closed	-$4.32M	–	182
2023 Q4	$4.32M	Buy	8,203 +676	+9%	+$361K	0.19%	42
2023 Q3	$3.8M	Buy	7,527 +833	+12%	+$410K	0.18%	45
2023 Q2	$3.15M	Buy	6,694 +769	+13%	+$376K	0.15%	50
2023 Q1	$2.8M	Buy	5,925 +1,316	+29%	+$635K	0.14%	50
2022 Q4	$2.44M	Buy	4,609 +28	+0.6%	+$14.8K	0.15%	49
2022 Q3	$2.31M	Sell	4,581 -53	-1%	-$27.9K	0.13%	44
2022 Q2	$2.38M	Sell	4,634 -56	-1%	-$28.1K	0.13%	45
2022 Q1	$2.39M	Buy	4,690 +264	+6%	+$127K	0.1%	50
2021 Q4	$2.22M	Buy	+4,426	New	+$2M	0.09%	56

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

Perfromance Wealth Partners's UNH Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 343 shares — an estimated $201K sold.

Perfromance Wealth Partners first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $4.32M in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Perfromance Wealth Partners reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 343 UnitedHealth shares in Q4 2024, an estimated $201K.
Perfromance Wealth Partners first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
Perfromance Wealth Partners's UnitedHealth position peaked at $4.32M in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.