Edge Financial Advisors’s UnitedHealth UNH Stock Holding History

Edge Financial Advisors’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	-1,108	Closed	-$548K	–	134
2024 Q1	$548K	Buy	+1,108	New	+$563K	0.48%	62

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

Edge Financial Advisors's UNH Position: Q2 2024 in Review

Edge Financial Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 1,108 shares — an estimated $548K sold.

Edge Financial Advisors first reported a position in UNH in Q1 2024 and held it in 1 quarter. The position peaked at $548K in Q1 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Edge Financial Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 1,108 UnitedHealth shares in Q2 2024, an estimated $548K.
Edge Financial Advisors first reported a position in UnitedHealth in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's UnitedHealth position peaked at $548K in Q1 2024.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.