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Delap Wealth Advisory’s UnitedHealth UNH Stock Holding History

Delap Wealth Advisory’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
-910
Closed -$450K – 278
2024
Q1 		$450K Buy
910
+301
+49% +$153K 0.18% 87
2023
Q4 		$321K Buy
+609
New +$325K 0.15% 68
2023
Q1 		– Sell
-1,149
Closed -$609K – 71
2022
Q4 		$609K Buy
+1,149
New +$609K 0.64% 28

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

Delap Wealth Advisory's UNH Position: Q2 2024 in Review

Delap Wealth Advisory sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 910 shares — an estimated $450K sold.

Delap Wealth Advisory first reported a position in UNH in Q4 2022 and held it in 3 quarters. The position peaked at $609K in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Delap Wealth Advisory reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 910 UnitedHealth shares in Q2 2024, an estimated $450K.
  • Delap Wealth Advisory first reported a position in UnitedHealth in Q4 2022 and held it in 3 quarters.
  • Delap Wealth Advisory's UnitedHealth position peaked at $609K in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.