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Stockman Wealth Management’s UnitedHealth UNH Stock Holding History

Stockman 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
-387
Closed -$226K – 183
2024
Q3 		$226K Buy
+387
New +$219K 0.04% 165
2023
Q4 		– Sell
-579
Closed -$292K – 182
2023
Q3 		$292K Buy
579
+57
+11% +$28.1K 0.06% 136
2023
Q2 		$251K Sell
522
-125
-19% -$61.1K 0.05% 168
2023
Q1 		$306K Sell
647
-32
-5% -$15.4K 0.07% 154
2022
Q4 		$360K Buy
679
+1
+0.1% +$530 0.08% 135
2022
Q3 		$343K Buy
678
+1
+0.1% +$526 0.09% 123
2022
Q2 		$348K Buy
677
+27
+4% +$13.6K 0.09% 127
2022
Q1 		$331K Sell
650
-287
-31% -$138K 0.07% 149
2021
Q4 		$470K Buy
937
+30
+3% +$13.6K 0.1% 123
2021
Q3 		$354K Buy
907
+1
+0.1% +$414 0.08% 142
2021
Q2 		$363K Sell
906
-120
-12% -$47.8K 0.09% 136
2021
Q1 		$382K Sell
1,026
-7
-0.7% -$2.43K 0.11% 125
2020
Q4 		$362K Buy
1,033
+302
+41% +$101K 0.11% 121
2020
Q3 		$228K Sell
731
-54
-7% -$16.6K 0.08% 140
2020
Q2 		$232K Buy
+785
New +$225K 0.09% 138
2020
Q1 		– Sell
-742
Closed -$218K – 170
2019
Q4 		$218K Buy
+742
New +$194K 0.08% 155

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

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

Stockman Wealth Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 387 shares — an estimated $226K sold.

Stockman Wealth Management first reported a position in UNH in Q4 2019 and held it in 16 quarters. The position peaked at $470K in Q4 2021. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Stockman Wealth Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Stockman Wealth Management sold 387 UnitedHealth shares in Q4 2024, an estimated $226K.
  • Stockman Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 16 quarters.
  • Stockman Wealth Management's UnitedHealth position peaked at $470K in Q4 2021.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.