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TrinityPoint Wealth’s UnitedHealth UNH Stock Holding History

TrinityPoint 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 		$2.39M Sell
4,733
-42
-0.9% -$23.9K 0.34% 72
2024
Q3 		$2.79M Sell
4,775
-70
-1% -$39.6K 0.4% 63
2024
Q2 		$2.47M Sell
4,845
-4,608
-49% -$2.26M 0.39% 66
2024
Q1 		$4.68M Sell
9,453
-5,321
-36% -$2.71M 0.77% 26
2023
Q4 		$7.78M Buy
14,774
+7,489
+103% +$3.99M 1.41% 15
2023
Q3 		$3.67M Buy
7,285
+1,093
+18% +$538K 0.73% 30
2023
Q2 		$2.98M Sell
6,192
-175
-3% -$85.6K 0.58% 41
2023
Q1 		$3.01M Buy
6,367
+435
+7% +$210K 0.64% 35
2022
Q4 		$3.14M Sell
5,932
-129
-2% -$68.3K 0.72% 33
2022
Q3 		$3.06M Sell
6,061
-126
-2% -$66.3K 0.7% 31
2022
Q2 		$3.18M Sell
6,187
-553
-8% -$278K 0.7% 36
2022
Q1 		$3.44M Sell
6,740
-970
-13% -$468K 0.62% 41
2021
Q4 		$3.87M Sell
7,710
-4
-0.1% -$1.81K 0.69% 37
2021
Q3 		$3.01M Sell
7,714
-54
-0.7% -$22.4K 0.58% 48
2021
Q2 		$3.11M Sell
7,768
-473
-6% -$189K 0.64% 45
2021
Q1 		$3.07M Buy
8,241
+480
+6% +$166K 0.71% 41
2020
Q4 		$2.66M Sell
7,761
-26
-0.3% -$8.71K 0.64% 45
2020
Q3 		$2.43M Buy
7,787
+105
+1% +$32.3K 0.67% 40
2020
Q2 		$2.27M Sell
7,682
-88
-1% -$25.2K 0.72% 36
2020
Q1 		$1.94M Buy
7,770
+2,311
+42% +$636K 0.77% 32
2019
Q4 		$1.6M Buy
5,459
+99
+2% +$25.9K 0.54% 46
2019
Q3 		$1.35M Buy
5,360
+140
+3% +$33.8K 0.47% 58
2019
Q2 		$1.31M Buy
5,220
+247
+5% +$59.4K 0.63% 43
2019
Q1 		$1.23M Buy
4,973
+826
+20% +$211K 0.6% 47
2018
Q4 		$1.03M Buy
+4,147
New +$1.1M 0.63% 46

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

TrinityPoint Wealth's UNH Position: Q4 2024 in Review

TrinityPoint Wealth reduced its UnitedHealth (UNH) stake by 0.88% in Q4 2024, selling an estimated $23.9K and leaving 4,733 shares worth $2.39M. The position accounts for 0.34% of the portfolio, ranked #72.

TrinityPoint Wealth first reported a position in UNH in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.78M in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • TrinityPoint Wealth held 4,733 shares of UnitedHealth worth $2.39M as of Q4 2024.
  • TrinityPoint Wealth sold 42 UnitedHealth shares in Q4 2024, an estimated $23.9K.
  • UnitedHealth made up 0.34% of TrinityPoint Wealth's portfolio in Q4 2024, its #72 holding.
  • TrinityPoint Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's UnitedHealth position peaked at $7.78M in Q4 2023.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.