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Apricus Wealth’s UnitedHealth UNH Stock Holding History

Apricus Wealth’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
Q2 		– Sell
-407
Closed -$201K – 98
2024
Q1 		$201K Sell
407
-25
-6% -$12.7K 0.14% 88
2023
Q4 		$227K Sell
432
-18
-4% -$9.6K 0.17% 82
2023
Q3 		$243K Hold
450
– – 0.21% 73
2023
Q2 		$218K Sell
450
-50
-10% -$24.4K 0.19% 77
2023
Q1 		$236K Hold
500
– – 0.22% 73
2022
Q4 		$265K Hold
500
– – 0.24% 72
2022
Q3 		$253K Hold
500
– – 0.25% 70
2022
Q2 		$257K Hold
500
– – 0.24% 75
2022
Q1 		$273K Hold
500
– – 0.22% 77
2021
Q4 		$251K Buy
+500
New +$226K 0.22% 76

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Apricus Wealth's UNH Position: Q2 2024 in Review

Apricus Wealth sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 407 shares — an estimated $201K sold.

Apricus Wealth first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $273K in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Apricus Wealth reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Apricus Wealth sold 407 UnitedHealth shares in Q2 2024, an estimated $201K.
  • Apricus Wealth first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
  • Apricus Wealth's UnitedHealth position peaked at $273K in Q1 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Apricus Wealth's 13F filing for Q2 2024, filed 25 Jul 2024.