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Heirloom Wealth Management’s UnitedHealth UNH Stock Holding History

Heirloom Wealth Management’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
-10,343
Closed -$5.12M – 49
2024
Q1 		$5.12M Sell
10,343
-157
-1% -$79.8K 1.74% 19
2023
Q4 		$5.53M Buy
10,500
+277
+3% +$148K 2.12% 15
2023
Q3 		$5.15M Sell
10,223
-65
-0.6% -$32K 2.29% 16
2023
Q2 		$4.94M Buy
10,288
+420
+4% +$205K 2.15% 19
2023
Q1 		$4.66M Buy
+9,868
New +$4.76M 2.23% 19

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

Heirloom Wealth Management's UNH Position: Q2 2024 in Review

Heirloom Wealth Management sold out of UnitedHealth (UNH) in Q2 2024, closing a stake of 10,343 shares — an estimated $5.12M sold.

Heirloom Wealth Management first reported a position in UNH in Q1 2023 and held it in 5 quarters. The position peaked at $5.53M in Q4 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Heirloom Wealth Management reported no remaining UnitedHealth position as of Q2 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 10,343 UnitedHealth shares in Q2 2024, an estimated $5.12M.
  • Heirloom Wealth Management first reported a position in UnitedHealth in Q1 2023 and held it in 5 quarters.
  • Heirloom Wealth Management's UnitedHealth position peaked at $5.53M in Q4 2023.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Heirloom Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.