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Fiducient Advisors’s UnitedHealth UNH Stock Holding History

Fiducient 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
-1,432
Closed -$709K – 161
2024
Q1 		$709K Buy
1,432
+18
+1% +$9.15K 0.14% 65
2023
Q4 		$744K Sell
1,414
-166
-11% -$88.5K 0.14% 59
2023
Q3 		$797K Buy
+1,580
New +$778K 0.05% 53
2023
Q1 		– Sell
-4,734
Closed -$2.51M – 157
2022
Q4 		$2.51M Buy
4,734
+4,280
+943% +$2.27M 0.74% 15
2022
Q3 		$229K Sell
454
-187
-29% -$98.3K 0.11% 54
2022
Q2 		$329K Buy
641
+175
+38% +$87.9K 0.12% 63
2022
Q1 		$238K Buy
466
+46
+11% +$22.2K 0.09% 57
2021
Q4 		$211K Buy
+420
New +$190K 0.06% 56

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

Fiducient Advisors's UNH Position: Q2 2024 in Review

Fiducient Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 1,432 shares — an estimated $709K sold.

Fiducient Advisors first reported a position in UNH in Q4 2021 and held it in 8 quarters. The position peaked at $2.51M in Q4 2022. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Fiducient Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Fiducient Advisors sold 1,432 UnitedHealth shares in Q2 2024, an estimated $709K.
  • Fiducient Advisors first reported a position in UnitedHealth in Q4 2021 and held it in 8 quarters.
  • Fiducient Advisors's UnitedHealth position peaked at $2.51M in Q4 2022.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Fiducient Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.