Able Wealth Management’s UnitedHealth UNH Stock Holding History

Able 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 Q1	–	Sell	-179	Closed	-$94.4K	–	541
2023 Q4	$94.4K	Buy	+179	New	+$95.5K	0.09%	102

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Able Wealth Management's UNH Position: Q1 2024 in Review

Able Wealth Management sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 179 shares — an estimated $94.4K sold.

Able Wealth Management first reported a position in UNH in Q4 2023 and held it in 1 quarter. The position peaked at $94.4K in Q4 2023. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Able Wealth Management reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 179 UnitedHealth shares in Q1 2024, an estimated $94.4K.
Able Wealth Management first reported a position in UnitedHealth in Q4 2023 and held it in 1 quarter.
Able Wealth Management's UnitedHealth position peaked at $94.4K in Q4 2023.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.