PPP
UNH icon

Private Portfolio Partners’s UnitedHealth UNH Stock Holding History

Private Portfolio 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 		$1.04M Hold
2,057
– – 0.19% 96
2024
Q3 		$1.2M Buy
+2,057
New +$1.16M 0.23% 76
2024
Q2 		– Sell
-1,922
Closed -$951K – 246
2024
Q1 		$951K Buy
1,922
+245
+15% +$125K 0.2% 92
2023
Q4 		$883K Buy
1,677
+3
+0.2% +$1.6K 0.2% 92
2023
Q3 		$844K Buy
1,674
+28
+2% +$13.8K 0.22% 83
2023
Q2 		$791K Sell
1,646
-84
-5% -$41.1K 0.2% 84
2023
Q1 		$818K Buy
1,730
+98
+6% +$47.3K 0.22% 81
2022
Q4 		$865K Sell
1,632
-38
-2% -$20.1K 0.23% 85
2022
Q3 		$843K Sell
1,670
-44
-3% -$23.1K 0.24% 86
2022
Q2 		$881K Buy
1,714
+32
+2% +$16.1K 0.25% 85
2022
Q1 		$858K Buy
1,682
+66
+4% +$31.8K 0.21% 92
2021
Q4 		$812K Buy
1,616
+99
+7% +$44.8K 0.21% 103
2021
Q3 		$593K Sell
1,517
-98
-6% -$40.6K 0.17% 120
2021
Q2 		$647K Sell
1,615
-116
-7% -$46.3K 0.19% 106
2021
Q1 		$644K Buy
1,731
+71
+4% +$24.6K 0.21% 99
2020
Q4 		$582K Buy
1,660
+31
+2% +$10.4K 0.21% 103
2020
Q3 		$508K Buy
1,629
+61
+4% +$18.7K 0.21% 104
2020
Q2 		$463K Sell
1,568
-1,265
-45% -$362K 0.21% 105
2020
Q1 		$706K Sell
2,833
-42
-1% -$11.6K 0.38% 72
2019
Q4 		$845K Sell
2,875
-14
-0.5% -$3.66K 0.37% 69
2019
Q3 		$628K Buy
2,889
+388
+16% +$93.6K 0.3% 87
2019
Q2 		$610K Buy
2,501
+1,241
+98% +$298K 0.26% 105
2019
Q1 		$312K Sell
1,260
-8
-0.6% -$2.04K 0.16% 140
2018
Q4 		$316K Buy
+1,268
New +$335K 0.19% 123

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

Private Portfolio Partners's UNH Position: Q4 2024 in Review

Private Portfolio Partners held its UnitedHealth (UNH) position steady in Q4 2024 at 2,057 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #96.

Private Portfolio Partners first reported a position in UNH in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.2M in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Private Portfolio Partners held 2,057 shares of UnitedHealth worth $1.04M as of Q4 2024.
  • Private Portfolio Partners left its UnitedHealth share count unchanged in Q4 2024.
  • UnitedHealth made up 0.19% of Private Portfolio Partners's portfolio in Q4 2024, its #96 holding.
  • Private Portfolio Partners first reported a position in UnitedHealth in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's UnitedHealth position peaked at $1.2M in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.