Templeton & Phillips Capital Management’s UnitedHealth UNH Stock Holding History

Templeton & Phillips Capital 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	-6,807	Closed	-$3.98M	–	54
2024 Q3	$3.98M	Sell	6,807 -24	-0.4%	-$13.6K	3.09%	7
2024 Q2	$3.48M	Hold	6,831	–	–	3.09%	7
2024 Q1	$3.38M	Sell	6,831 -2,257	-25%	-$1.15M	3.13%	7
2023 Q4	$4.78M	Buy	9,088 +412	+5%	+$220K	4.88%	7
2023 Q3	$4.37M	Buy	8,676 +8,096	+1,396%	+$3.98M	4.61%	7
2023 Q2	$279K	Buy	+580	New	+$284K	0.3%	17

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

Templeton & Phillips Capital Management's UNH Position: Q4 2024 in Review

Templeton & Phillips Capital Management sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 6,807 shares — an estimated $3.98M sold.

Templeton & Phillips Capital Management first reported a position in UNH in Q2 2023 and held it in 6 quarters. The position peaked at $4.78M in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Templeton & Phillips Capital Management reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Templeton & Phillips Capital Management sold 6,807 UnitedHealth shares in Q4 2024, an estimated $3.98M.
Templeton & Phillips Capital Management first reported a position in UnitedHealth in Q2 2023 and held it in 6 quarters.
Templeton & Phillips Capital Management's UnitedHealth position peaked at $4.78M in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.