Epic Trust Investment Advisors’s UnitedHealth UNH Stock Holding History

Epic Trust Investment 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	$1.18M	Buy	2,325 +178	+8%	+$87.2K	1.3%	15
2024 Q1	$1.06M	Buy	2,147 +77	+4%	+$39.1K	1.31%	16
2023 Q4	$1.09M	Buy	2,070 +86	+4%	+$45.9K	1.46%	16
2023 Q3	$1M	Sell	1,984 -25	-1%	-$12.3K	1.57%	16
2023 Q2	$966K	Sell	2,009 -588	-23%	-$288K	1.37%	17
2023 Q1	$1.23M	Buy	2,597 +819	+46%	+$395K	1.5%	13
2022 Q4	$943K	Buy	1,778 +238	+15%	+$126K	1.42%	17
2022 Q3	$778K	Buy	1,540 +241	+19%	+$127K	1.08%	26
2022 Q2	$668K	Buy	1,299 +40	+3%	+$20.1K	1.26%	26
2022 Q1	$742K	Buy	1,259 +503	+67%	+$243K	1.16%	24
2021 Q4	$380K	Buy	+756	New	+$342K	0.55%	42

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

Epic Trust Investment Advisors's UNH Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its UnitedHealth (UNH) stake by 8.3% in Q2 2024, buying an estimated $87.2K and bringing the position to 2,325 shares worth $1.18M. The position accounts for 1.3% of the portfolio, ranked #15.

Epic Trust Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2023. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Epic Trust Investment Advisors held 2,325 shares of UnitedHealth worth $1.18M as of Q2 2024.
Epic Trust Investment Advisors bought 178 UnitedHealth shares in Q2 2024, an estimated $87.2K.
UnitedHealth made up 1.3% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #15 holding.
Epic Trust Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 11 quarters since.
Epic Trust Investment Advisors's UnitedHealth position peaked at $1.23M in Q1 2023.
3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.