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Glassman Wealth Services’s UnitedHealth UNH Stock Holding History

Glassman Wealth Services’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
2015
Q2 		– Sell
-28
Closed -$41K – 448
2015
Q1 		$41K Buy
+28
New +$3.11K 0.03% 164

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

Glassman Wealth Services's UNH Position: Q1 2024 in Review

Glassman Wealth Services sold out of UnitedHealth (UNH) in Q1 2024, closing a stake of 4,399 shares — an estimated $2.32M sold.

Glassman Wealth Services first reported a position in UNH in Q2 2015 and held it in 35 quarters. The position peaked at $3.57M in Q3 2018. 3,375 funds tracked by Wall St. Rank hold UNH as of Q1 2024.

  • Glassman Wealth Services reported no remaining UnitedHealth position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4,399 UnitedHealth shares in Q1 2024, an estimated $2.32M.
  • Glassman Wealth Services first reported a position in UnitedHealth in Q2 2015 and held it in 35 quarters.
  • Glassman Wealth Services's UnitedHealth position peaked at $3.57M in Q3 2018.
  • 3,375 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.