RW
UNH icon

REDW Wealth’s UnitedHealth UNH Stock Holding History

REDW 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
-802
Closed -$469K – 164
2024
Q3 		$469K Sell
802
-77
-9% -$43.6K 0.12% 92
2024
Q2 		$448K Hold
879
– – 0.12% 93
2024
Q1 		$435K Sell
879
-5
-0.6% -$2.54K 0.12% 94
2023
Q4 		$465K Sell
884
-27
-3% -$14.4K 0.13% 83
2023
Q3 		$459K Sell
911
-27
-3% -$13.3K 0.14% 85
2023
Q2 		$451K Buy
938
+28
+3% +$13.7K 0.14% 90
2023
Q1 		$430K Buy
910
+192
+27% +$92.7K 0.14% 87
2022
Q4 		$381K Buy
+718
New +$380K 0.13% 92

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

REDW Wealth's UNH Position: Q4 2024 in Review

REDW Wealth sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 802 shares — an estimated $469K sold.

REDW Wealth first reported a position in UNH in Q4 2022 and held it in 8 quarters. The position peaked at $469K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • REDW Wealth reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 802 UnitedHealth shares in Q4 2024, an estimated $469K.
  • REDW Wealth first reported a position in UnitedHealth in Q4 2022 and held it in 8 quarters.
  • REDW Wealth's UnitedHealth position peaked at $469K in Q3 2024.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.