Clay Northam Wealth Management’s UnitedHealth UNH Stock Holding History

Clay Northam 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 Q2	–	Sell	-515	Closed	-$255K	–	93
2024 Q1	$255K	Hold	515	–	–	0.21%	69
2023 Q4	$271K	Hold	515	–	–	0.24%	63
2023 Q3	$260K	Hold	515	–	–	0.26%	60
2023 Q2	$248K	Hold	515	–	–	0.24%	65
2023 Q1	$243K	Hold	515	–	–	0.25%	66
2022 Q4	$273K	Sell	515 -42	-8%	-$22.2K	0.31%	58
2022 Q3	$281K	Hold	557	–	–	0.35%	58
2022 Q2	$286K	Sell	557 -3	-0.5%	-$1.51K	0.36%	55
2022 Q1	$286K	Hold	560	–	–	0.29%	63
2021 Q4	$281K	Buy	+560	New	+$253K	0.26%	70

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

Clay Northam Wealth Management's UNH Position: Q2 2024 in Review

Clay Northam Wealth Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 515 shares — an estimated $255K sold.

Clay Northam Wealth Management first reported a position in UNH in Q4 2021 and held it in 10 quarters. The position peaked at $286K in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Clay Northam Wealth Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Clay Northam Wealth Management sold 515 UnitedHealth shares in Q2 2024, an estimated $255K.
Clay Northam Wealth Management first reported a position in UnitedHealth in Q4 2021 and held it in 10 quarters.
Clay Northam Wealth Management's UnitedHealth position peaked at $286K in Q2 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Clay Northam Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.