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Custom Portfolio Group’s UnitedHealth UNH Stock Holding History

Custom Portfolio Group’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 		$338K Hold
664
– – 0.27% 36
2024
Q1 		$328K Hold
664
– – 0.27% 37
2023
Q4 		$350K Buy
+664
New +$354K 0.31% 29

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Custom Portfolio Group's UNH Position: Q2 2024 in Review

Custom Portfolio Group held its UnitedHealth (UNH) position steady in Q2 2024 at 664 shares worth $338K. The position accounts for 0.27% of the portfolio, ranked #36.

Custom Portfolio Group first reported a position in UNH in Q4 2023 and has held it in 3 quarters since. The position peaked at $350K in Q4 2023. 3,400 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Custom Portfolio Group held 664 shares of UnitedHealth worth $338K as of Q2 2024.
  • Custom Portfolio Group left its UnitedHealth share count unchanged in Q2 2024.
  • UnitedHealth made up 0.27% of Custom Portfolio Group's portfolio in Q2 2024, its #36 holding.
  • Custom Portfolio Group first reported a position in UnitedHealth in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's UnitedHealth position peaked at $350K in Q4 2023.
  • 3,400 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.