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Charles Schwab Investment Advisory’s UnitedHealth UNH Stock Holding History

Charles Schwab Investment 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
Q2 		– Sell
-484
Closed -$240K – 96
2024
Q1 		$240K Buy
484
+72
+17% +$36.6K ﹤0.01% 104
2023
Q4 		$217K Sell
412
-18
-4% -$9.6K ﹤0.01% 106
2023
Q3 		$217K Buy
+430
New +$212K ﹤0.01% 96
2022
Q2 		– Sell
-459
Closed -$234K – 115
2022
Q1 		$234K Buy
+459
New +$221K ﹤0.01% 96

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
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

Charles Schwab Investment Advisory's UNH Position: Q2 2024 in Review

Charles Schwab Investment Advisory sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 484 shares — an estimated $240K sold.

Charles Schwab Investment Advisory first reported a position in UNH in Q1 2022 and held it in 4 quarters. The position peaked at $240K in Q1 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Charles Schwab Investment Advisory reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 484 UnitedHealth shares in Q2 2024, an estimated $240K.
  • Charles Schwab Investment Advisory first reported a position in UnitedHealth in Q1 2022 and held it in 4 quarters.
  • Charles Schwab Investment Advisory's UnitedHealth position peaked at $240K in Q1 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2024.