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Fortis Advisors’s UnitedHealth UNH Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-513
Closed -$254K – 102
2024
Q1 		$254K Sell
513
-100
-16% -$50.8K 0.17% 85
2023
Q4 		$323K Hold
613
– – 0.23% 71
2023
Q3 		$309K Hold
613
– – 0.23% 69
2023
Q2 		$295K Sell
613
-167
-21% -$81.7K 0.21% 71
2023
Q1 		$369K Hold
780
– – 0.24% 60
2022
Q4 		$414K Hold
780
– – 0.32% 46
2022
Q3 		$394K Hold
780
– – 0.28% 50
2022
Q2 		$401K Sell
780
-338
-30% -$170K 0.27% 56
2022
Q1 		$570K Sell
1,118
-106
-9% -$51.1K 0.31% 47
2021
Q4 		$615K Buy
1,224
+125
+11% +$56.6K 0.36% 43
2021
Q3 		$429K Sell
1,099
-250
-19% -$104K 0.26% 55
2021
Q2 		$540K Buy
1,349
+569
+73% +$227K 0.31% 51
2021
Q1 		$290K Hold
780
– – 0.21% 69
2020
Q4 		$274K Buy
780
+30
+4% +$10.1K 0.24% 49
2020
Q3 		$234K Hold
750
– – 0.22% 48
2020
Q2 		$221K Sell
750
-456
-38% -$131K 0.22% 52
2020
Q1 		$301K Sell
1,206
-31
-3% -$8.53K 0.2% 53
2019
Q4 		$364K Hold
1,237
– – 0.22% 61
2019
Q3 		$269K Buy
1,237
+192
+18% +$46.3K 0.13% 80
2019
Q2 		$255K Hold
1,045
– – 0.12% 87
2019
Q1 		$258K Buy
1,045
+145
+16% +$37K 0.14% 74
2018
Q4 		$224K Hold
900
– – 0.14% 69
2018
Q3 		$239K Hold
900
– – 0.13% 65
2018
Q2 		$221K Buy
900
+350
+64% +$84K 0.13% 69
2018
Q1 		$118K Sell
550
-500
-48% -$114K 0.07% 118
2017
Q4 		$231K Buy
1,050
+1,000
+2,000% +$212K 0.14% 63
2017
Q3 		$10K Buy
+50
New +$9.66K 0.01% 234

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

Fortis Advisors's UNH Position: Q2 2024 in Review

Fortis Advisors sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 513 shares — an estimated $254K sold.

Fortis Advisors first reported a position in UNH in Q3 2017 and held it in 27 quarters. The position peaked at $615K in Q4 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Fortis Advisors reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Fortis Advisors sold 513 UnitedHealth shares in Q2 2024, an estimated $254K.
  • Fortis Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 27 quarters.
  • Fortis Advisors's UnitedHealth position peaked at $615K in Q4 2021.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Fortis Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.