Financial Advisory Group’s UnitedHealth UNH Stock Holding History

Financial Advisory Group’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 Q1	–	Sell	-391	Closed	-$206K	–	93
2023 Q4	$206K	Buy	+391	New	+$209K	0.04%	83
2023 Q3	–	Sell	-469	Closed	-$225K	–	90
2023 Q2	$225K	Hold	469	–	–	0.04%	79
2023 Q1	$222K	Buy	+469	New	+$226K	0.04%	79
2022 Q4	–	Sell	-468	Closed	-$236K	–	92
2022 Q3	$236K	Buy	468 +15	+3%	+$7.89K	0.05%	75
2022 Q2	$232K	Buy	453 +1	+0.2%	+$502	0.05%	80
2022 Q1	$231K	Buy	452 +1	+0.2%	+$482	0.04%	89
2021 Q4	$227K	Buy	+451	New	+$204K	0.04%	88

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

Financial Advisory Group's UNH Position: Q1 2024 in Review

Financial Advisory Group sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 391 shares — an estimated $206K sold.

Financial Advisory Group first reported a position in UNH in Q4 2021 and held it in 7 quarters. The position peaked at $236K in Q3 2022. 3,374 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

Financial Advisory Group reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
Financial Advisory Group sold 391 UnitedHealth shares in Q1 2024, an estimated $206K.
Financial Advisory Group first reported a position in UnitedHealth in Q4 2021 and held it in 7 quarters.
Financial Advisory Group's UnitedHealth position peaked at $236K in Q3 2022.
3,374 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.