Brendel Financial Advisors’s UnitedHealth UNH Stock Holding History

Brendel 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
2024 Q2	–	Sell	-3,168	Closed	-$1.57M	–	95
2024 Q1	$1.57M	Sell	3,168 -2	-0.1%	-$1.02K	1.79%	24
2023 Q4	$1.67M	Buy	+3,170	New	+$1.69M	1.09%	40
2023 Q2	–	Sell	-4,218	Closed	-$1.99M	–	89
2023 Q1	$1.99M	Sell	4,218 -100	-2%	-$48.3K	1.47%	27
2022 Q4	$2.29M	Sell	4,318 -61	-1%	-$32.3K	4.59%	6
2022 Q3	$2.21M	Sell	4,379 -33	-0.7%	-$17.4K	5.25%	4
2022 Q2	$2.27M	Sell	4,412 -1,863	-30%	-$936K	1.97%	13
2022 Q1	$3.2M	Buy	+6,275	New	+$3.03M	1.74%	18
2021 Q3	–	Sell	-6,774	Closed	-$2.71M	–	265
2021 Q2	$2.71M	Buy	6,774 +85	+1%	+$33.9K	1.49%	23
2021 Q1	$2.49M	Buy	+6,689	New	+$2.32M	1.67%	27

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

Brendel Financial Advisors's UNH Position: Q2 2024 in Review

Brendel Financial Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 3,168 shares — an estimated $1.57M sold.

Brendel Financial Advisors first reported a position in UNH in Q1 2021 and held it in 9 quarters. The position peaked at $3.2M in Q1 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Brendel Financial Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Brendel Financial Advisors sold 3,168 UnitedHealth shares in Q2 2024, an estimated $1.57M.
Brendel Financial Advisors first reported a position in UnitedHealth in Q1 2021 and held it in 9 quarters.
Brendel Financial Advisors's UnitedHealth position peaked at $3.2M in Q1 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Brendel Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.