Core Wealth Advisors (Florida)’s UnitedHealth UNH Stock Holding History

Core Wealth Advisors (Florida)’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	-196	Closed	-$96.7K	–	224
2024 Q1	$96.7K	Sell	196 -4,289	-96%	-$2.18M	0.03%	75
2023 Q4	$2.36M	Buy	4,485 +13	+0.3%	+$6.93K	0.87%	17
2023 Q3	$2.25M	Buy	4,472 +117	+3%	+$57.6K	0.92%	13
2023 Q2	$2.09M	Buy	4,355 +199	+5%	+$97.3K	0.84%	14
2023 Q1	$1.96M	Buy	4,156 +955	+30%	+$461K	0.78%	18
2022 Q4	$1.7M	Buy	3,201 +194	+6%	+$103K	0.74%	15
2022 Q3	$1.52M	Buy	3,007 +80	+3%	+$42.1K	0.89%	13
2022 Q2	$1.5M	Buy	+2,927	New	+$1.47M	0.92%	15
2021 Q3	–	Sell	-15	Closed	-$6K	–	205
2021 Q2	$6K	Buy	+15	New	+$5.98K	﹤0.01%	149

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

Core Wealth Advisors (Florida)'s UNH Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 196 shares — an estimated $96.7K sold.

Core Wealth Advisors (Florida) first reported a position in UNH in Q2 2021 and held it in 9 quarters. The position peaked at $2.36M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 196 UnitedHealth shares in Q2 2024, an estimated $96.7K.
Core Wealth Advisors (Florida) first reported a position in UnitedHealth in Q2 2021 and held it in 9 quarters.
Core Wealth Advisors (Florida)'s UnitedHealth position peaked at $2.36M in Q4 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.