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Wells Trecaso Financial Group’s UnitedHealth UNH Stock Holding History

Wells Trecaso 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
-378
Closed -$221K – 92
2024
Q3 		$221K Buy
+378
New +$214K 0.07% 87
2024
Q2 		– Sell
-409
Closed -$202K – 94
2024
Q1 		$202K Buy
+409
New +$208K 0.07% 93
2022
Q1 		– Sell
-525
Closed -$264K – 101
2021
Q4 		$264K Hold
525
– – 0.11% 78
2021
Q3 		$205K Buy
+525
New +$217K 0.1% 82

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

Wells Trecaso Financial Group's UNH Position: Q4 2024 in Review

Wells Trecaso Financial Group sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 378 shares — an estimated $221K sold.

Wells Trecaso Financial Group first reported a position in UNH in Q3 2021 and held it in 4 quarters. The position peaked at $264K in Q4 2021. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Wells Trecaso Financial Group reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 378 UnitedHealth shares in Q4 2024, an estimated $221K.
  • Wells Trecaso Financial Group first reported a position in UnitedHealth in Q3 2021 and held it in 4 quarters.
  • Wells Trecaso Financial Group's UnitedHealth position peaked at $264K in Q4 2021.
  • 3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Wells Trecaso Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.