Sanctuary Wealth Management’s UnitedHealth UNH Stock Holding History

Sanctuary 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	$2.53K	Hold	5	–	–	﹤0.01%	221
2024 Q3	$2.92K	Sell	5 -6	-55%	-$3.39K	﹤0.01%	223
2024 Q2	$5.6K	Buy	11 +5	+83%	+$2.45K	﹤0.01%	175
2024 Q1	$2.97K	Hold	6	–	–	﹤0.01%	188
2023 Q4	$3.16K	Hold	6	–	–	﹤0.01%	193
2023 Q3	$3.02K	Hold	6	–	–	﹤0.01%	180
2023 Q2	$2.88K	Buy	+6	New	+$2.93K	﹤0.01%	184
2022 Q4	$3.18K	Buy	+6	New	+$3.18K	﹤0.01%	168

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

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

Sanctuary Wealth Management held its UnitedHealth (UNH) position steady in Q4 2024 at 5 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Sanctuary Wealth Management first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.6K in Q2 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Sanctuary Wealth Management held 5 shares of UnitedHealth worth $2.53K as of Q4 2024.
Sanctuary Wealth Management left its UnitedHealth share count unchanged in Q4 2024.
UnitedHealth made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #221 holding.
Sanctuary Wealth Management first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's UnitedHealth position peaked at $5.6K in Q2 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.