HFS
UNH icon

HBC Financial Services’s UnitedHealth UNH Stock Holding History

HBC Financial 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
2024
Q4 		$8K Hold
17
– – ﹤0.01% 124
2024
Q3 		$9K Buy
17
+9
+113% +$5.09K 0.01% 123
2024
Q2 		$4K Hold
8
– – ﹤0.01% 130
2024
Q1 		$3K Hold
8
– – ﹤0.01% 136
2023
Q4 		$4K Hold
8
– – ﹤0.01% 127
2023
Q3 		$4K Hold
8
– – ﹤0.01% 135
2023
Q2 		$4K Hold
8
– – ﹤0.01% 130
2023
Q1 		$4K Hold
8
– – ﹤0.01% 145
2022
Q4 		$4K Hold
8
– – ﹤0.01% 130
2022
Q3 		$4K Hold
8
– – ﹤0.01% 133
2022
Q2 		$4K Hold
8
– – ﹤0.01% 141
2022
Q1 		$4K Buy
+8
New +$3.86K ﹤0.01% 138
2020
Q2 		– Sell
-40
Closed -$9K – 174
2020
Q1 		$9K Sell
40
-65
-62% -$17.9K 0.01% 117
2019
Q4 		$30K Buy
+105
New +$27.5K 0.03% 93

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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