TWM
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Triton Wealth Management’s UnitedHealth UNH Stock Holding History

Triton 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 		$295K Buy
493
+40
+9% +$22.7K 0.15% 70
2024
Q3 		$264K Buy
453
+1
+0.2% +$566 0.15% 72
2024
Q2 		$251K Hold
452
– – 0.15% 72
2024
Q1 		$218K Buy
+452
New +$230K 0.15% 68

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

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

Triton Wealth Management increased its UnitedHealth (UNH) stake by 8.8% in Q4 2024, buying an estimated $22.7K and bringing the position to 493 shares worth $295K. The position accounts for 0.15% of the portfolio, ranked #70.

Triton Wealth Management first reported a position in UNH in Q1 2024 and has held it in 4 quarters since. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Triton Wealth Management held 493 shares of UnitedHealth worth $295K as of Q4 2024.
  • Triton Wealth Management bought 40 UnitedHealth shares in Q4 2024, an estimated $22.7K.
  • UnitedHealth made up 0.15% of Triton Wealth Management's portfolio in Q4 2024, its #70 holding.
  • Triton Wealth Management first reported a position in UnitedHealth in Q1 2024 and has held it in 4 quarters since.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.