IWP
UNH icon

Icon Wealth Partners’s UnitedHealth UNH Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$6.1M Sell
12,106
-3,778
-24% -$1.86M 0.69% 27
2023
Q2 		$7.63M Sell
15,884
-351
-2% -$172K 0.81% 24
2023
Q1 		$7.67M Buy
+16,235
New +$7.83M 0.84% 21
2022
Q2 		$7.41M Sell
14,426
-1,237
-8% -$621K 0.89% 20
2022
Q1 		$7.99M Buy
15,663
+4,052
+35% +$1.95M 0.79% 24
2021
Q4 		$5.83M Sell
11,611
-3,860
-25% -$1.75M 0.58% 43
2021
Q3 		$6.04M Buy
15,471
+163
+1% +$67.5K 0.64% 36
2021
Q2 		$6.13M Buy
15,308
+721
+5% +$287K 0.66% 35
2021
Q1 		$5.43M Buy
14,587
+5,124
+54% +$1.78M 0.68% 34
2020
Q4 		$3.32M Buy
9,463
+1,188
+14% +$398K 0.52% 52
2020
Q3 		$2.58M Buy
8,275
+77
+0.9% +$23.7K 0.5% 55
2020
Q2 		$2.42M Buy
8,198
+3,646
+80% +$1.04M 0.59% 34
2020
Q1 		$1.14M Sell
4,552
-408
-8% -$112K 0.45% 33
2019
Q4 		$1.46M Buy
4,960
+183
+4% +$47.9K 0.46% 34
2019
Q3 		$1.04M Sell
4,777
-214
-4% -$51.6K 0.36% 42
2019
Q2 		$1.22M Buy
4,991
+361
+8% +$86.8K 0.43% 40
2019
Q1 		$1.15M Sell
4,630
-170
-4% -$43.4K 0.43% 39
2018
Q4 		$1.2M Sell
4,800
-167
-3% -$44.1K 0.58% 37
2018
Q3 		$1.32M Buy
4,967
+253
+5% +$65.8K 0.55% 35
2018
Q2 		$1.16M Sell
4,714
-246
-5% -$59.1K 0.49% 35
2018
Q1 		$1.06M Sell
4,960
-905
-15% -$207K 0.57% 38
2017
Q4 		$1.29M Buy
+5,865
New +$1.24M 0.64% 31

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Icon Wealth Partners's UNH Position: Q3 2023 in Review

Icon Wealth Partners reduced its UnitedHealth (UNH) stake by 24% in Q3 2023, selling an estimated $1.86M and leaving 12,106 shares worth $6.1M. The position accounts for 0.69% of the portfolio, ranked #27.

Icon Wealth Partners first reported a position in UNH in Q4 2017 and has held it in 22 quarters since. The position peaked at $7.99M in Q1 2022. 3,137 funds tracked by Wall St. Rank hold UNH as of Q3 2023.

  • Icon Wealth Partners held 12,106 shares of UnitedHealth worth $6.1M as of Q3 2023.
  • Icon Wealth Partners sold 3,778 UnitedHealth shares in Q3 2023, an estimated $1.86M.
  • UnitedHealth made up 0.69% of Icon Wealth Partners's portfolio in Q3 2023, its #27 holding.
  • Icon Wealth Partners first reported a position in UnitedHealth in Q4 2017 and has held it in 22 quarters since.
  • Icon Wealth Partners's UnitedHealth position peaked at $7.99M in Q1 2022.
  • 3,137 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.