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Financial Partners Group (Kansas)’s UnitedHealth UNH Stock Holding History

Financial Partners Group (Kansas)’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
Q4 		– Sell
-489
Closed -$286K – 200
2024
Q3 		$286K Sell
489
-9
-2% -$5.09K 0.04% 145
2024
Q2 		$254K Hold
498
– – 0.04% 152
2024
Q1 		$246K Buy
498
+11
+2% +$5.59K 0.04% 159
2023
Q4 		$256K Buy
487
+18
+4% +$9.6K 0.05% 139
2023
Q3 		$253K Sell
469
-42
-8% -$20.7K 0.05% 132
2023
Q2 		$257K Buy
511
+2
+0.4% +$978 0.05% 127
2023
Q1 		$241K Hold
509
– – 0.05% 141
2022
Q4 		$252K Buy
509
+21
+4% +$11.1K 0.06% 141
2022
Q3 		$247K Buy
488
+70
+17% +$36.8K 0.07% 121
2022
Q2 		$215K Sell
418
-1,087
-72% -$546K 0.05% 135
2022
Q1 		$768K Sell
1,505
-94
-6% -$45.3K 0.17% 71
2021
Q4 		$756K Buy
1,599
+19
+1% +$8.6K 0.17% 76
2021
Q3 		$617K Sell
1,580
-235
-13% -$97.3K 0.15% 81
2021
Q2 		$727K Sell
1,815
-2
-0.1% -$797 0.19% 64
2021
Q1 		$676K Buy
1,817
+5
+0.3% +$1.73K 0.19% 66
2020
Q4 		$643K Buy
1,812
+172
+10% +$57.7K 0.19% 59
2020
Q3 		$511K Buy
+1,640
New +$504K 0.18% 55

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Financial Partners Group (Kansas)'s UNH Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of UnitedHealth (UNH) in Q4 2024, closing a stake of 489 shares — an estimated $286K sold.

Financial Partners Group (Kansas) first reported a position in UNH in Q3 2020 and held it in 17 quarters. The position peaked at $768K in Q1 2022. 3,674 funds tracked by Wall St. Rank hold UNH as of Q4 2024.

  • Financial Partners Group (Kansas) reported no remaining UnitedHealth position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 489 UnitedHealth shares in Q4 2024, an estimated $286K.
  • Financial Partners Group (Kansas) first reported a position in UnitedHealth in Q3 2020 and held it in 17 quarters.
  • Financial Partners Group (Kansas)'s UnitedHealth position peaked at $768K in Q1 2022.
  • 3,674 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.