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Credential Qtrade Securities’s UnitedHealth UNH Stock Holding History

Credential Qtrade Securities’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 		$54.8M Buy
110,783
+7,161
+7% +$3.64M 2.94% 10
2023
Q4 		$54.6M Buy
103,622
+1,152
+1% +$614K 3.25% 8
2023
Q3 		$51.7M Buy
102,470
+2,010
+2% +$989K 3.42% 6
2023
Q2 		$48.3M Buy
100,460
+4,615
+5% +$2.26M 3.04% 10
2023
Q1 		$45.3M Sell
95,845
-14,113
-13% -$6.81M 3.01% 9
2022
Q4 		$58.3M Buy
109,958
+1,730
+2% +$916K 4.18% 3
2022
Q3 		$54.7M Buy
108,228
+3,496
+3% +$1.84M 4.24% 3
2022
Q2 		$53.8M Sell
104,732
-3,506
-3% -$1.76M 3.85% 3
2022
Q1 		$55.2M Buy
108,238
+7,129
+7% +$3.44M 3.49% 5
2021
Q4 		$50.8M Buy
101,109
+4,718
+5% +$2.14M 3.43% 5
2021
Q3 		$37.7M Buy
96,391
+5,701
+6% +$2.36M 2.92% 6
2021
Q2 		$36.3M Buy
90,690
+7,466
+9% +$2.98M 2.86% 8
2021
Q1 		$31M Buy
83,224
+2,337
+3% +$810K 2.79% 10
2020
Q4 		$28.4M Buy
80,887
+878
+1% +$294K 2.93% 10
2020
Q3 		$24.9M Buy
80,009
+2,376
+3% +$730K 2.86% 11
2020
Q2 		$22.9M Buy
77,633
+2,313
+3% +$663K 2.98% 10
2020
Q1 		$18.8M Buy
75,320
+4,863
+7% +$1.34M 3.07% 11
2019
Q4 		$20.7M Buy
70,457
+4,017
+6% +$1.05M 2.81% 14
2019
Q3 		$14.4M Buy
66,440
+451
+0.7% +$109K 2.23% 18
2019
Q2 		$16.1M Buy
65,989
+8,675
+15% +$2.09M 2.65% 13
2019
Q1 		$14.2M Buy
57,314
+3,034
+6% +$774K 2.62% 12
2018
Q4 		$13.5M Buy
54,280
+4,100
+8% +$1.08M 2.97% 10
2018
Q3 		$13.3M Buy
+50,180
New +$13.1M 2.7% 10

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

Credential Qtrade Securities's UNH Position: Q1 2024 in Review

Credential Qtrade Securities increased its UnitedHealth (UNH) stake by 6.9% in Q1 2024, buying an estimated $3.64M and bringing the position to 110,783 shares worth $54.8M. The position accounts for 2.94% of the portfolio, ranked #10.

Credential Qtrade Securities first reported a position in UNH in Q3 2018 and has held it in 23 quarters since. The position peaked at $58.3M in Q4 2022. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Credential Qtrade Securities held 110,783 shares of UnitedHealth worth $54.8M as of Q1 2024.
  • Credential Qtrade Securities bought 7,161 UnitedHealth shares in Q1 2024, an estimated $3.64M.
  • UnitedHealth made up 2.94% of Credential Qtrade Securities's portfolio in Q1 2024, its #10 holding.
  • Credential Qtrade Securities first reported a position in UnitedHealth in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's UnitedHealth position peaked at $58.3M in Q4 2022.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.