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Wade Financial Advisory’s UnitedHealth UNH Stock Holding History

Wade Financial Advisory’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
-433
Closed -$253K – 83
2024
Q3 		$253K Sell
433
-9
-2% -$5.09K 0.09% 70
2024
Q2 		$225K Buy
+442
New +$217K 0.08% 76
2024
Q1 		– Sell
-442
Closed -$233K – 79
2023
Q4 		$233K Sell
442
-11
-2% -$5.87K 0.09% 73
2023
Q3 		$228K Buy
+453
New +$223K 0.1% 68
2023
Q1 		– Sell
-553
Closed -$293K – 81
2022
Q4 		$293K Hold
553
– – 0.13% 67
2022
Q3 		$279K Hold
553
– – 0.14% 68
2022
Q2 		$284K Hold
553
– – 0.13% 67
2022
Q1 		$282K Buy
+553
New +$267K 0.12% 69

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

Wade Financial Advisory's UNH Position: Q4 2024 in Review

Wade Financial Advisory sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 433 shares — an estimated $253K sold.

Wade Financial Advisory first reported a position in UNH in Q1 2022 and held it in 8 quarters. The position peaked at $293K in Q4 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Wade Financial Advisory reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Wade Financial Advisory sold 433 UnitedHealth shares in Q4 2024, an estimated $253K.
  • Wade Financial Advisory first reported a position in UnitedHealth in Q1 2022 and held it in 8 quarters.
  • Wade Financial Advisory's UnitedHealth position peaked at $293K in Q4 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Wade Financial Advisory's 13F filing for Q4 2024, filed 23 Jan 2025.