Sonoma Private Wealth’s UnitedHealth UNH Stock Holding History

Sonoma 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	-1,552	Closed	-$907K	–	93
2024 Q3	$907K	Sell	1,552 -45	-3%	-$25.5K	1.41%	20
2024 Q2	$813K	Sell	1,597 -56	-3%	-$27.4K	1.32%	21
2024 Q1	$818K	Buy	1,653 +116	+8%	+$59K	1.32%	23
2023 Q4	$809K	Sell	1,537 -152	-9%	-$81.1K	1.34%	20
2023 Q3	$852K	Sell	1,689 -88	-5%	-$43.3K	1.55%	14
2023 Q2	$854K	Sell	1,777 -18	-1%	-$8.8K	1.49%	16
2023 Q1	$848K	Sell	1,795 -6	-0.3%	-$2.9K	1.69%	16
2022 Q4	$955K	Buy	+1,801	New	+$954K	2.11%	14

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

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

Sonoma Private Wealth sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 1,552 shares — an estimated $907K sold.

Sonoma Private Wealth first reported a position in UNH in Q4 2022 and held it in 8 quarters. The position peaked at $955K in Q4 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Sonoma Private Wealth reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Sonoma Private Wealth sold 1,552 UnitedHealth shares in Q4 2024, an estimated $907K.
Sonoma Private Wealth first reported a position in UnitedHealth in Q4 2022 and held it in 8 quarters.
Sonoma Private Wealth's UnitedHealth position peaked at $955K in Q4 2022.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.