FP
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Fiduciary Planning’s UnitedHealth UNH Stock Holding History

Fiduciary Planning’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
-421
Closed -$208K – 63
2024
Q1 		$208K Sell
421
-55
-12% -$28K 0.08% 54
2023
Q4 		$251K Sell
476
-1,071
-69% -$571K 0.11% 48
2023
Q3 		$780K Sell
1,547
-659
-30% -$324K 0.37% 41
2023
Q2 		$1.06M Buy
2,206
+34
+2% +$16.6K 0.49% 26
2023
Q1 		$1.03M Buy
2,172
+5
+0.2% +$2.41K 0.49% 25
2022
Q4 		$1.15M Sell
2,167
-79
-4% -$41.8K 0.56% 18
2022
Q3 		$1.13M Sell
2,246
-19
-0.8% -$9.99K 0.58% 14
2022
Q2 		$1.16M Buy
2,265
+91
+4% +$45.7K 0.58% 14
2022
Q1 		$1.11M Buy
2,174
+172
+9% +$83K 0.61% 15
2021
Q4 		$1M Sell
2,002
-60
-3% -$27.2K 0.57% 16
2021
Q3 		$806K Buy
2,062
+945
+85% +$391K 0.43% 35
2021
Q2 		$447K Buy
+1,117
New +$445K 0.39% 49

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

Fiduciary Planning's UNH Position: Q2 2024 in Review

Fiduciary Planning sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 421 shares — an estimated $208K sold.

Fiduciary Planning first reported a position in UNH in Q2 2021 and held it in 12 quarters. The position peaked at $1.16M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Fiduciary Planning reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Fiduciary Planning sold 421 UnitedHealth shares in Q2 2024, an estimated $208K.
  • Fiduciary Planning first reported a position in UnitedHealth in Q2 2021 and held it in 12 quarters.
  • Fiduciary Planning's UnitedHealth position peaked at $1.16M in Q2 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Fiduciary Planning's 13F filing for Q2 2024, filed 7 Aug 2024.