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Bridge Advisory’s UnitedHealth UNH Stock Holding History

Bridge Advisory’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
Q3 		$366K Buy
625
+14
+2% +$7.92K 0.17% 77
2024
Q2 		$311K Sell
611
-10
-2% -$4.9K 0.15% 79
2024
Q1 		$307K Buy
621
+76
+14% +$38.6K 0.15% 84
2023
Q4 		$287K Sell
545
-117
-18% -$62.4K 0.14% 89
2023
Q3 		$334K Buy
662
+75
+13% +$36.9K 0.12% 113
2023
Q2 		$282K Buy
587
+35
+6% +$17.1K 0.1% 108
2023
Q1 		$261K Buy
552
+75
+16% +$36.2K 0.1% 105
2022
Q4 		$253K Buy
477
+4
+0.8% +$2.12K 0.11% 111
2022
Q3 		$239K Buy
473
+14
+3% +$7.36K 0.12% 102
2022
Q2 		$236K Buy
+459
New +$231K 0.11% 103

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Bridge Advisory's UNH Position: Q3 2024 in Review

Bridge Advisory increased its UnitedHealth (UNH) stake by 2.3% in Q3 2024, buying an estimated $7.92K and bringing the position to 625 shares worth $366K. The position accounts for 0.17% of the portfolio, ranked #77.

Bridge Advisory first reported a position in UNH in Q2 2022 and has held it in 10 quarters since. 3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Bridge Advisory held 625 shares of UnitedHealth worth $366K as of Q3 2024.
  • Bridge Advisory bought 14 UnitedHealth shares in Q3 2024, an estimated $7.92K.
  • UnitedHealth made up 0.17% of Bridge Advisory's portfolio in Q3 2024, its #77 holding.
  • Bridge Advisory first reported a position in UnitedHealth in Q2 2022 and has held it in 10 quarters since.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.