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Brophy Wealth Management’s UnitedHealth UNH Stock Holding History

Brophy Wealth Management’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 		$2.25M Buy
+3,855
New +$2.18M 0.81% 23

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

Brophy Wealth Management's UNH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in UnitedHealth (UNH) in Q3 2024: 3,855 shares worth $2.25M. The stake represents 0.81% of the portfolio and ranks #23 among its holdings.

3,465 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

  • Brophy Wealth Management held 3,855 shares of UnitedHealth worth $2.25M as of Q3 2024.
  • UnitedHealth was a new Brophy Wealth Management position in Q3 2024.
  • UnitedHealth made up 0.81% of Brophy Wealth Management's portfolio in Q3 2024, its #23 holding.
  • 3,465 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.