Quantum Private Wealth’s UnitedHealth UNH Stock Holding History

Quantum Private 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	–	Sell	-1,792	Closed	-$1.05M	–	193
2024 Q3	$1.05M	Hold	1,792	–	–	0.35%	55
2024 Q2	$913K	Sell	1,792 -148	-8%	-$72.5K	0.32%	62
2024 Q1	$960K	Sell	1,940 -174	-8%	-$88.5K	0.36%	62
2023 Q4	$1.11M	Sell	2,114 -100	-5%	-$53.3K	0.47%	51
2023 Q3	$1.12M	Sell	2,214 -15	-0.7%	-$7.38K	0.53%	41
2023 Q2	$1.07M	Buy	2,229 +29	+1%	+$14.2K	0.5%	39
2023 Q1	$1.04M	Sell	2,200 -48	-2%	-$23.2K	0.56%	37
2022 Q4	$1.19M	Hold	2,248	–	–	0.76%	26
2022 Q3	$1.14M	Hold	2,248	–	–	0.71%	28
2022 Q2	$1.15M	Buy	2,248 +5	+0.2%	+$2.51K	0.68%	30
2022 Q1	$1.14M	Hold	2,243	–	–	0.49%	39
2021 Q4	$1.13M	Buy	+2,243	New	+$1.02M	0.43%	48

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

Quantum Private Wealth's UNH Position: Q4 2024 in Review

Quantum Private Wealth sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,792 shares — an estimated $1.05M sold.

Quantum Private Wealth first reported a position in UNH in Q4 2021 and held it in 12 quarters. The position peaked at $1.19M in Q4 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Quantum Private Wealth reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Quantum Private Wealth sold 1,792 UnitedHealth shares in Q4 2024, an estimated $1.05M.
Quantum Private Wealth first reported a position in UnitedHealth in Q4 2021 and held it in 12 quarters.
Quantum Private Wealth's UnitedHealth position peaked at $1.19M in Q4 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Quantum Private Wealth's 13F filing for Q4 2024, filed 30 Jan 2025.