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Reston Wealth Management’s UnitedHealth UNH Stock Holding History

Reston Wealth Management’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
-203
Closed -$119K – 409
2024
Q3 		$119K Buy
+203
New +$115K 0.04% 74
2024
Q1 		– Sell
-660
Closed -$347K – 57
2023
Q4 		$347K Buy
660
+27
+4% +$14.4K 0.16% 38
2023
Q3 		$319K Buy
633
+36
+6% +$17.7K 0.16% 36
2023
Q2 		$287K Buy
597
+22
+4% +$10.8K 0.14% 38
2023
Q1 		$272K Sell
575
-43
-7% -$20.8K 0.14% 36
2022
Q4 		$328K Buy
618
+1
+0.2% +$530 0.18% 36
2022
Q3 		$311K Sell
617
-102
-14% -$53.6K 0.19% 39
2022
Q2 		$369K Buy
719
+8
+1% +$4.02K 0.21% 38
2022
Q1 		$362K Buy
711
+2
+0.3% +$965 0.19% 38
2021
Q4 		$356K Sell
709
-23
-3% -$10.4K 0.17% 37
2021
Q3 		$286K Sell
732
-676
-48% -$280K 0.15% 40
2021
Q2 		$564K Buy
1,408
+5
+0.4% +$1.99K 0.28% 28
2021
Q1 		$522K Buy
1,403
+51
+4% +$17.7K 0.27% 26
2020
Q4 		$474K Buy
1,352
+2
+0.1% +$670 0.27% 26
2020
Q3 		$421K Sell
1,350
-332
-20% -$102K 0.27% 26
2020
Q2 		$496K Buy
1,682
+45
+3% +$12.9K 0.34% 24
2020
Q1 		$408K Sell
1,637
-130
-7% -$35.8K 0.33% 25
2019
Q4 		$519K Buy
1,767
+2
+0.1% +$523 0.41% 23
2019
Q3 		$384K Buy
1,765
+134
+8% +$32.3K 0.34% 27
2019
Q2 		$398K Sell
1,631
-63
-4% -$15.2K 0.31% 32
2019
Q1 		$393K Buy
1,694
+51
+3% +$13K 0.31% 32
2018
Q4 		$409K Buy
+1,643
New +$434K 0.39% 25

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

Reston Wealth Management's UNH Position: Q4 2024 in Review

Reston Wealth Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 203 shares — an estimated $119K sold.

Reston Wealth Management first reported a position in UNH in Q4 2018 and held it in 22 quarters. The position peaked at $564K in Q2 2021. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Reston Wealth Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 203 UnitedHealth shares in Q4 2024, an estimated $119K.
  • Reston Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 22 quarters.
  • Reston Wealth Management's UnitedHealth position peaked at $564K in Q2 2021.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.