FirstPurpose Wealth’s UnitedHealth UNH Stock Holding History

FirstPurpose Wealth’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	$1.32M	Buy	2,926 +11	+0.4%	+$5.59K	0.48%	34
2023 Q4	$1.53M	Buy	2,915 +37	+1%	+$19.7K	0.58%	28
2023 Q3	$1.45M	Buy	2,878 +24	+0.8%	+$11.8K	0.63%	27
2023 Q2	$1.37M	Buy	2,854 +59	+2%	+$28.9K	0.59%	27
2023 Q1	$1.32M	Buy	2,795 +60	+2%	+$29K	0.65%	29
2022 Q4	$1.45M	Buy	2,735 +103	+4%	+$54.6K	0.81%	22
2022 Q3	$1.33M	Buy	2,632 +1,832	+229%	+$963K	0.88%	25
2022 Q2	$411K	Sell	800 -60	-7%	-$30.1K	0.28%	65
2022 Q1	$439K	Buy	860 +46	+6%	+$22.2K	0.34%	60
2021 Q4	$409K	Buy	+814	New	+$368K	0.26%	68

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

FirstPurpose Wealth's UNH Position: Q1 2024 in Review

FirstPurpose Wealth increased its UnitedHealth (UNH) stake by 0.38% in Q1 2024, buying an estimated $5.59K and bringing the position to 2,926 shares worth $1.32M. The position accounts for 0.48% of the portfolio, ranked #34.

FirstPurpose Wealth first reported a position in UNH in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2023. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

FirstPurpose Wealth held 2,926 shares of UnitedHealth worth $1.32M as of Q1 2024.
FirstPurpose Wealth bought 11 UnitedHealth shares in Q1 2024, an estimated $5.59K.
UnitedHealth made up 0.48% of FirstPurpose Wealth's portfolio in Q1 2024, its #34 holding.
FirstPurpose Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's UnitedHealth position peaked at $1.53M in Q4 2023.
3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.