Tilson Financial Group’s UnitedHealth UNH Stock Holding History

Tilson Financial Group’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	-393	Closed	-$230K	–	77
2024 Q3	$230K	Buy	+393	New	+$222K	0.1%	68
2024 Q1	–	Sell	-390	Closed	-$205K	–	70
2023 Q4	$205K	Sell	390 -30	-7%	-$16K	0.13%	63
2023 Q3	$212K	Sell	420 -7	-2%	-$3.44K	0.17%	58
2023 Q2	$205K	Sell	427 -4	-0.9%	-$1.96K	0.35%	28
2023 Q1	$204K	Buy	431 +11	+3%	+$5.31K	0.17%	58
2022 Q4	$223K	Buy	+420	New	+$222K	0.19%	57

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

Tilson Financial Group's UNH Position: Q4 2024 in Review

Tilson Financial Group sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 393 shares — an estimated $230K sold.

Tilson Financial Group first reported a position in UNH in Q4 2022 and held it in 6 quarters. The position peaked at $230K in Q3 2024. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Tilson Financial Group reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
Tilson Financial Group sold 393 UnitedHealth shares in Q4 2024, an estimated $230K.
Tilson Financial Group first reported a position in UnitedHealth in Q4 2022 and held it in 6 quarters.
Tilson Financial Group's UnitedHealth position peaked at $230K in Q3 2024.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Tilson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.