Credential Securities’s UnitedHealth UNH Stock Holding History

Credential 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
2018 Q2	$10.2M	Buy	41,616 +3,673	+10%	+$882K	2.32%	10
2018 Q1	$8.34M	Buy	37,943 +7,269	+24%	+$1.66M	1.99%	14
2017 Q4	$6.77M	Buy	30,674 +3,946	+15%	+$836K	1.64%	17
2017 Q3	$5.23M	Buy	26,728 +3,365	+14%	+$650K	1.4%	19
2017 Q2	$4.32M	Buy	+23,363	New	+$4.1M	1.32%	21
2017 Q1	–	Sell	-42	Closed	-$6.72K	–	283
2016 Q4	$6.72K	Buy	+42	New	+$6.27K	﹤0.01%	233

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Credential Securities's UNH Position: Q2 2018 in Review

Credential Securities increased its UnitedHealth (UNH) stake by 9.7% in Q2 2018, buying an estimated $882K and bringing the position to 41,616 shares worth $10.2M. The position accounts for 2.32% of the portfolio, ranked #10.

Credential Securities first reported a position in UNH in Q4 2016 and has held it in 6 quarters since. 1,755 funds tracked by Wall St. Rank hold UNH as of Q2 2018.

Credential Securities held 41,616 shares of UnitedHealth worth $10.2M as of Q2 2018.
Credential Securities bought 3,673 UnitedHealth shares in Q2 2018, an estimated $882K.
UnitedHealth made up 2.32% of Credential Securities's portfolio in Q2 2018, its #10 holding.
Credential Securities first reported a position in UnitedHealth in Q4 2016 and has held it in 6 quarters since.
1,755 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.