Beam Wealth Advisors’s UnitedHealth UNH Stock Holding History

Beam Wealth Advisors’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	-406	Closed	-$201K	–	149
2024 Q1	$201K	Sell	406 -79	-16%	-$40.2K	0.12%	110
2023 Q4	$255K	Buy	485 +1	+0.2%	+$533	0.16%	85
2023 Q3	$244K	Buy	484 +23	+5%	+$11.3K	0.17%	86
2023 Q2	$221K	Buy	+461	New	+$225K	0.15%	93
2021 Q4	–	Sell	-1,333	Closed	-$521K	–	139
2021 Q3	$521K	Buy	1,333 +41	+3%	+$17K	0.45%	74
2021 Q2	$517K	Buy	1,292 +35	+3%	+$14K	0.45%	75
2021 Q1	$468K	Buy	1,257 +1	+0.1%	+$347	0.42%	77
2020 Q4	$441K	Hold	1,256	–	–	0.42%	77
2020 Q3	$392K	Buy	1,256 +30	+2%	+$9.21K	0.37%	83
2020 Q2	$371K	Hold	1,226	–	–	0.37%	83
2020 Q1	$306K	Buy	+1,226	New	+$337K	0.3%	104

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

Beam Wealth Advisors's UNH Position: Q2 2024 in Review

Beam Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 406 shares — an estimated $201K sold.

Beam Wealth Advisors first reported a position in UNH in Q1 2020 and held it in 11 quarters. The position peaked at $521K in Q3 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Beam Wealth Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 406 UnitedHealth shares in Q2 2024, an estimated $201K.
Beam Wealth Advisors first reported a position in UnitedHealth in Q1 2020 and held it in 11 quarters.
Beam Wealth Advisors's UnitedHealth position peaked at $521K in Q3 2021.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.