WR Wealth Planners’s UnitedHealth UNH Stock Holding History

WR Wealth Planners’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	$1.17M	Sell	2,315 -317	-12%	-$180K	0.38%	40
2024 Q3	$1.54M	Buy	2,632 +37	+1%	+$20.9K	0.43%	41
2024 Q2	$1.32M	Buy	2,595 +61	+2%	+$29.9K	0.4%	42
2024 Q1	$1.25M	Buy	2,534 +73	+3%	+$37.1K	0.39%	42
2023 Q4	$1.3M	Buy	2,461 +567	+30%	+$302K	0.48%	42
2023 Q3	$955K	Buy	1,894 +247	+15%	+$122K	0.36%	46
2023 Q2	$792K	Buy	1,647 +68	+4%	+$33.3K	0.31%	56
2023 Q1	$746K	Buy	1,579 +962	+156%	+$464K	0.32%	53
2022 Q4	$327K	Buy	617 +9	+1%	+$4.77K	0.2%	77
2022 Q3	$307K	Buy	608 +43	+8%	+$22.6K	0.22%	77
2022 Q2	$290K	Buy	565 +12	+2%	+$6.03K	0.19%	90
2022 Q1	$282K	Buy	+553	New	+$267K	0.17%	98

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

WR Wealth Planners's UNH Position: Q4 2024 in Review

WR Wealth Planners reduced its UnitedHealth (UNH) stake by 12% in Q4 2024, selling an estimated $180K and leaving 2,315 shares worth $1.17M. The position accounts for 0.38% of the portfolio, ranked #40.

WR Wealth Planners first reported a position in UNH in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2024. 3,675 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

WR Wealth Planners held 2,315 shares of UnitedHealth worth $1.17M as of Q4 2024.
WR Wealth Planners sold 317 UnitedHealth shares in Q4 2024, an estimated $180K.
UnitedHealth made up 0.38% of WR Wealth Planners's portfolio in Q4 2024, its #40 holding.
WR Wealth Planners first reported a position in UnitedHealth in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's UnitedHealth position peaked at $1.54M in Q3 2024.
3,675 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.