SWM
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Sugarloaf Wealth Management’s UnitedHealth UNH Stock Holding History

Sugarloaf 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 		$4.02M Buy
7,957
+1,193
+18% +$678K 0.76% 21
2024
Q3 		$3.95M Buy
6,764
+90
+1% +$50.9K 0.75% 23
2024
Q2 		$3.4M Buy
6,674
+131
+2% +$64.2K 0.69% 26
2024
Q1 		$3.24M Buy
6,543
+621
+10% +$316K 0.67% 29
2023
Q4 		$3.12M Buy
5,922
+139
+2% +$74.1K 0.75% 26
2023
Q3 		$2.92M Buy
5,783
+214
+4% +$105K 0.74% 22
2023
Q2 		$2.68M Sell
5,569
-38
-0.7% -$18.6K 0.63% 25
2023
Q1 		$2.65M Buy
5,607
+241
+4% +$116K 0.65% 19
2022
Q4 		$2.84M Sell
5,366
-475
-8% -$252K 0.71% 17
2022
Q3 		$2.95M Buy
5,841
+167
+3% +$87.8K 0.75% 16
2022
Q2 		$2.91M Sell
5,674
-285
-5% -$143K 0.73% 16
2022
Q1 		$3.05M Buy
5,959
+162
+3% +$78.1K 0.72% 18
2021
Q4 		$2.91M Buy
5,797
+132
+2% +$59.8K 0.69% 22
2021
Q3 		$2.21M Buy
5,665
+197
+4% +$81.6K 0.58% 27
2021
Q2 		$2.19M Buy
5,468
+195
+4% +$77.8K 0.6% 26
2021
Q1 		$1.96K Sell
5,273
-41
-0.8% -$14.2K 0.59% 25
2020
Q4 		$1.86M Sell
5,314
-75
-1% -$25.1K 0.62% 23
2020
Q3 		$1.69M Sell
5,389
-17
-0.3% -$5.22K 0.61% 26
2020
Q2 		$1.59M Buy
5,406
+1,093
+25% +$313K 0.61% 25
2020
Q1 		$1.07M Buy
4,313
+1,624
+60% +$447K 0.48% 30
2019
Q4 		$791K Buy
+2,689
New +$704K 0.34% 55

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

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

Sugarloaf Wealth Management increased its UnitedHealth (UNH) stake by 18% in Q4 2024, buying an estimated $678K and bringing the position to 7,957 shares worth $4.02M. The position accounts for 0.76% of the portfolio, ranked #21.

Sugarloaf Wealth Management first reported a position in UNH in Q4 2019 and has held it in 21 quarters since. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Sugarloaf Wealth Management held 7,957 shares of UnitedHealth worth $4.02M as of Q4 2024.
  • Sugarloaf Wealth Management bought 1,193 UnitedHealth shares in Q4 2024, an estimated $678K.
  • UnitedHealth made up 0.76% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #21 holding.
  • Sugarloaf Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 21 quarters since.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.