First Capital Advisors Group’s UnitedHealth UNH Stock Holding History

First Capital Advisors 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
2023 Q2	$973K	Sell	2,024 -27	-1%	-$13.2K	0.51%	51
2023 Q1	$969K	Sell	2,051 -456	-18%	-$220K	0.62%	47
2022 Q4	$1.33M	Sell	2,507 -185	-7%	-$98K	0.9%	32
2022 Q3	$1.36M	Sell	2,692 -492	-15%	-$259K	1.14%	24
2022 Q2	$1.64M	Buy	+3,184	New	+$1.6M	1.12%	23
2018 Q4	$396K	Sell	1,589 -70	-4%	-$18.5K	0.3%	75
2018 Q3	$441K	Buy	1,659 +67	+4%	+$17.4K	0.27%	81
2018 Q2	$391K	Buy	1,592 +180	+13%	+$43.2K	0.26%	87
2018 Q1	$302K	Sell	1,412 -219	-13%	-$50K	0.17%	115
2017 Q4	$360K	Buy	1,631 +81	+5%	+$17.2K	0.23%	111
2017 Q3	$304K	Buy	+1,550	New	+$299K	0.21%	119

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Capital Advisors Group's UNH Position: Q2 2023 in Review

First Capital Advisors Group reduced its UnitedHealth (UNH) stake by 1.3% in Q2 2023, selling an estimated $13.2K and leaving 2,024 shares worth $973K. The position accounts for 0.51% of the portfolio, ranked #51.

First Capital Advisors Group first reported a position in UNH in Q3 2017 and has held it in 11 quarters since. The position peaked at $1.64M in Q2 2022. 3,128 funds tracked by Wall St. Rank hold UNH as of Q2 2023.

First Capital Advisors Group held 2,024 shares of UnitedHealth worth $973K as of Q2 2023.
First Capital Advisors Group sold 27 UnitedHealth shares in Q2 2023, an estimated $13.2K.
UnitedHealth made up 0.51% of First Capital Advisors Group's portfolio in Q2 2023, its #51 holding.
First Capital Advisors Group first reported a position in UnitedHealth in Q3 2017 and has held it in 11 quarters since.
First Capital Advisors Group's UnitedHealth position peaked at $1.64M in Q2 2022.
3,128 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.