Fort Pitt Capital Group’s UnitedHealth UNH Stock Holding History

Fort Pitt Capital 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 Q3	$94.4M	Buy	161,407 +7,518	+5%	+$4.25M	2.66%	17
2024 Q2	$78.4M	Buy	+153,889	New	+$75.4M	2.38%	19
2024 Q1	–	Sell	-888	Closed	-$467K	–	133
2023 Q4	$467K	Buy	+888	New	+$474K	0.02%	104
2021 Q1	–	Sell	-200	Closed	-$70K	–	332
2020 Q4	$70K	Buy	+200	New	+$67K	﹤0.01%	177
2019 Q2	–	Sell	-853	Closed	-$211K	–	139
2019 Q1	$211K	Sell	853 -36	-4%	-$9.18K	0.02%	132
2018 Q4	$221K	Buy	+889	New	+$235K	0.02%	151

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Pitt Capital Group's UNH Position: Q3 2024 in Review

Fort Pitt Capital Group increased its UnitedHealth (UNH) stake by 4.9% in Q3 2024, buying an estimated $4.25M and bringing the position to 161,407 shares worth $94.4M. The position accounts for 2.66% of the portfolio, ranked #17.

Fort Pitt Capital Group first reported a position in UNH in Q4 2018 and has held it in 6 quarters since. 3,471 funds tracked by Wall St. Rank hold UNH as of Q3 2024.

Fort Pitt Capital Group held 161,407 shares of UnitedHealth worth $94.4M as of Q3 2024.
Fort Pitt Capital Group bought 7,518 UnitedHealth shares in Q3 2024, an estimated $4.25M.
UnitedHealth made up 2.66% of Fort Pitt Capital Group's portfolio in Q3 2024, its #17 holding.
Fort Pitt Capital Group first reported a position in UnitedHealth in Q4 2018 and has held it in 6 quarters since.
3,471 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.