ICA Group Wealth Management’s UnitedHealth UNH Stock Holding History

ICA Group 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	$94.2K	Sell	185 -2,509	-93%	-$1.23M	0.06%	180
2024 Q1	$1.33M	Buy	2,694 +394	+17%	+$200K	0.27%	75
2023 Q4	$1.21M	Buy	2,300 +307	+15%	+$164K	0.27%	75
2023 Q3	$1.01M	Buy	1,993 +56	+3%	+$27.6K	0.28%	72
2023 Q2	$931K	Sell	1,937 -1,459	-43%	-$713K	0.23%	87
2023 Q1	$1.6M	Buy	3,396 +362	+12%	+$175K	0.38%	59
2022 Q4	$1.61M	Sell	3,034 -1,328	-30%	-$703K	0.38%	65
2022 Q3	$2.2M	Buy	4,362 +151	+4%	+$79.4K	0.47%	52
2022 Q2	$2.31M	Buy	4,211 +283	+7%	+$142K	0.43%	57
2022 Q1	$1.93M	Buy	+3,928	New	+$1.89M	0.37%	67

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ICA Group Wealth Management's UNH Position: Q2 2024 in Review

ICA Group Wealth Management reduced its UnitedHealth (UNH) stake by 93% in Q2 2024, selling an estimated $1.23M and leaving 185 shares worth $94.2K. The position accounts for 0.06% of the portfolio, ranked #180.

ICA Group Wealth Management first reported a position in UNH in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.31M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

ICA Group Wealth Management held 185 shares of UnitedHealth worth $94.2K as of Q2 2024.
ICA Group Wealth Management sold 2,509 UnitedHealth shares in Q2 2024, an estimated $1.23M.
UnitedHealth made up 0.06% of ICA Group Wealth Management's portfolio in Q2 2024, its #180 holding.
ICA Group Wealth Management first reported a position in UnitedHealth in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's UnitedHealth position peaked at $2.31M in Q2 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.