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BMS Financial Advisors’s UnitedHealth UNH Stock Holding History

BMS Financial 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
2023
Q2 		$592K Sell
1,232
-470
-28% -$230K 0.39% 42
2023
Q1 		$804K Buy
1,702
+160
+10% +$77.2K 0.56% 31
2022
Q4 		$818K Sell
1,542
-8
-0.5% -$4.24K 0.54% 28
2022
Q3 		$783K Buy
1,550
+238
+18% +$125K 0.55% 31
2022
Q2 		$674K Buy
+1,312
New +$659K 0.44% 35

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BMS Financial Advisors's UNH Position: Q2 2023 in Review

BMS Financial Advisors reduced its UnitedHealth (UNH) stake by 28% in Q2 2023, selling an estimated $230K and leaving 1,232 shares worth $592K. The position accounts for 0.39% of the portfolio, ranked #42.

BMS Financial Advisors first reported a position in UNH in Q2 2022 and has held it in 5 quarters since. The position peaked at $818K in Q4 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

  • BMS Financial Advisors held 1,232 shares of UnitedHealth worth $592K as of Q2 2023.
  • BMS Financial Advisors sold 470 UnitedHealth shares in Q2 2023, an estimated $230K.
  • UnitedHealth made up 0.39% of BMS Financial Advisors's portfolio in Q2 2023, its #42 holding.
  • BMS Financial Advisors first reported a position in UnitedHealth in Q2 2022 and has held it in 5 quarters since.
  • BMS Financial Advisors's UnitedHealth position peaked at $818K in Q4 2022.
  • 3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.