Wellington Wealth Strategies’s UnitedHealth UNH Stock Holding History

Wellington Wealth Strategies’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	$1.94M	Sell	3,643 -376	-9%	-$214K	1.76%	15
2024 Q3	$2.27M	Buy	+4,019	New	+$2.27M	1.72%	19
2024 Q2	–	Sell	-3,056	Closed	-$1.51M	–	169
2024 Q1	$1.51M	Sell	3,056 -1,369	-31%	-$696K	0.7%	47
2023 Q4	$2.33M	Buy	+4,425	New	+$2.36M	1.97%	15
2020 Q4	$2.33M	Buy	+4,425	New	+$1.48M	1.97%	15

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

Wellington Wealth Strategies's UNH Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its UnitedHealth (UNH) stake by 9.4% in Q4 2024, selling an estimated $214K and leaving 3,643 shares worth $1.94M. The position accounts for 1.76% of the portfolio, ranked #15.

Wellington Wealth Strategies first reported a position in UNH in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.33M in Q4 2023. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

Wellington Wealth Strategies held 3,643 shares of UnitedHealth worth $1.94M as of Q4 2024.
Wellington Wealth Strategies sold 376 UnitedHealth shares in Q4 2024, an estimated $214K.
UnitedHealth made up 1.76% of Wellington Wealth Strategies's portfolio in Q4 2024, its #15 holding.
Wellington Wealth Strategies first reported a position in UnitedHealth in Q4 2020 and has held it in 5 quarters since.
Wellington Wealth Strategies's UnitedHealth position peaked at $2.33M in Q4 2023.
3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

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