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Coppell Advisory Solutions Corp’s UnitedHealth UNH Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$752K Buy
+1,519
New +$772K 0.14% 126
2023
Q1 		$370K Buy
788
+51
+7% +$24.6K 0.12% 140
2022
Q4 		$391K Buy
+737
New +$390K 0.13% 123

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

Coppell Advisory Solutions Corp's UNH Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in UnitedHealth (UNH) in Q1 2024: 1,519 shares worth $752K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in UNH as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in UNH in Q4 2022 and has held it in 3 quarters since. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Coppell Advisory Solutions Corp held 1,519 shares of UnitedHealth worth $752K as of Q1 2024.
  • UnitedHealth was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • UnitedHealth made up 0.14% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #126 holding.
  • Coppell Advisory Solutions Corp first reported a position in UnitedHealth in Q4 2022 and has held it in 3 quarters since.
  • 3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.