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Bank Pictet & Cie (Asia)’s UnitedHealth UNH Stock Holding History

Bank Pictet & Cie (Asia)’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 		$5.62M Buy
11,036
+3,528
+47% +$1.73M 0.36% 17
2024
Q1 		$3.71M Buy
7,508
+463
+7% +$235K 0.29% 19
2023
Q4 		$3.71M Sell
7,045
-401
-5% -$214K 0.94% 18
2023
Q3 		$3.75M Buy
7,446
+804
+12% +$396K 1.11% 18
2023
Q2 		$3.19M Sell
6,642
-38
-0.6% -$18.6K 0.94% 20
2023
Q1 		$3.16M Sell
6,680
-2,316
-26% -$1.12M 1.07% 19
2022
Q4 		$4.77M Sell
8,996
-920
-9% -$487K 1.71% 13
2022
Q3 		$5.01M Sell
9,916
-599
-6% -$315K 1.98% 11
2022
Q2 		$5.4M Sell
10,515
-2,311
-18% -$1.16M 1.83% 12
2022
Q1 		$6.54M Buy
12,826
+149
+1% +$71.9K 1.77% 13
2021
Q4 		$6.37M Buy
12,677
+2,404
+23% +$1.09M 1.5% 15
2021
Q3 		$4.01M Sell
10,273
-433
-4% -$179K 1.11% 16
2021
Q2 		$4.29M Buy
10,706
+555
+5% +$221K 1.2% 15
2021
Q1 		$3.78M Buy
10,151
+387
+4% +$134K 1.17% 14
2020
Q4 		$3.42M Buy
9,764
+321
+3% +$108K 1.07% 14
2020
Q3 		$2.94M Sell
9,443
-172
-2% -$52.8K 1.14% 12
2020
Q2 		$2.84M Sell
9,615
-3,204
-25% -$918K 1.22% 11
2020
Q1 		$3.2M Buy
12,819
+1,024
+9% +$282K 1.54% 12
2019
Q4 		$3.47M Buy
11,795
+323
+3% +$84.5K 1.48% 11
2019
Q3 		$2.49M Buy
11,472
+135
+1% +$32.6K 1.13% 16
2019
Q2 		$2.77M Buy
11,337
+1,048
+10% +$252K 1.27% 16
2019
Q1 		$2.54M Buy
10,289
+360
+4% +$91.8K 1.21% 14
2018
Q4 		$2.47M Sell
9,929
-1,293
-12% -$342K 1.34% 13
2018
Q3 		$2.99M Sell
11,222
-1,025
-8% -$267K 1.38% 14
2018
Q2 		$3M Buy
12,247
+4,916
+67% +$1.18M 1.38% 15
2018
Q1 		$1.57M Sell
7,331
-3,379
-32% -$772K 0.74% 27
2017
Q4 		$2.36M Buy
10,710
+7,954
+289% +$1.69M 1.02% 24
2017
Q3 		$540K Sell
2,756
-1,990
-42% -$384K 0.25% 45
2017
Q2 		$880K Buy
+4,746
New +$832K 0.42% 36
2015
Q3 		– Sell
-3,270
Closed -$399K – 63
2015
Q2 		$399K Hold
3,270
– – 1.35% 11
2015
Q1 		$387K Buy
+3,270
New +$363K 0.28% 42

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bank Pictet & Cie (Asia)'s UNH Position: Q2 2024 in Review

Bank Pictet & Cie (Asia) increased its UnitedHealth (UNH) stake by 47% in Q2 2024, buying an estimated $1.73M and bringing the position to 11,036 shares worth $5.62M. The position accounts for 0.36% of the portfolio, ranked #17.

Bank Pictet & Cie (Asia) first reported a position in UNH in Q1 2015 and has held it in 31 quarters since. The position peaked at $6.54M in Q1 2022. 3,397 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Bank Pictet & Cie (Asia) held 11,036 shares of UnitedHealth worth $5.62M as of Q2 2024.
  • Bank Pictet & Cie (Asia) bought 3,528 UnitedHealth shares in Q2 2024, an estimated $1.73M.
  • UnitedHealth made up 0.36% of Bank Pictet & Cie (Asia)'s portfolio in Q2 2024, its #17 holding.
  • Bank Pictet & Cie (Asia) first reported a position in UnitedHealth in Q1 2015 and has held it in 31 quarters since.
  • Bank Pictet & Cie (Asia)'s UnitedHealth position peaked at $6.54M in Q1 2022.
  • 3,397 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Bank Pictet & Cie (Asia)'s 13F filing for Q2 2024, filed 16 Jul 2024.