Heritage Wealth Management (Arizona)’s UnitedHealth UNH Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.37M	Sell	2,692 -279	-9%	-$137K	0.76%	31
2024 Q1	$1.47M	Sell	2,971 -68	-2%	-$34.6K	0.75%	34
2023 Q4	$1.6M	Buy	+3,039	New	+$1.62M	0.87%	25
2022 Q4	$6.21M	Buy	11,719 +6,189	+112%	+$3.28M	0.89%	17
2022 Q3	$2.79M	Buy	5,530 +194	+4%	+$102K	0.9%	15
2022 Q2	$2.74M	Sell	5,336 -1,777	-25%	-$892K	0.91%	16
2022 Q1	$3.63M	Buy	+7,113	New	+$3.43M	0.98%	15
2021 Q3	$2.36M	Buy	6,029 +603	+11%	+$250K	0.84%	20
2021 Q2	$2.17M	Buy	5,426 +261	+5%	+$104K	0.82%	19
2021 Q1	$1.92M	Buy	+5,165	New	+$1.79M	1.08%	17

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Heritage Wealth Management (Arizona)'s UNH Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its UnitedHealth (UNH) stake by 9.4% in Q2 2024, selling an estimated $137K and leaving 2,692 shares worth $1.37M. The position accounts for 0.76% of the portfolio, ranked #31.

Heritage Wealth Management (Arizona) first reported a position in UNH in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.21M in Q4 2022. 3,401 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Heritage Wealth Management (Arizona) held 2,692 shares of UnitedHealth worth $1.37M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 279 UnitedHealth shares in Q2 2024, an estimated $137K.
UnitedHealth made up 0.76% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #31 holding.
Heritage Wealth Management (Arizona) first reported a position in UnitedHealth in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s UnitedHealth position peaked at $6.21M in Q4 2022.
3,401 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.