IFAM
UNH icon

Institutional & Family Asset Management’s UnitedHealth UNH Stock Holding History

Institutional & Family Asset 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 		$4.51M Sell
8,851
-52
-0.6% -$25.5K 0.69% 46
2024
Q1 		$4.4M Buy
8,903
+182
+2% +$92.5K 0.7% 53
2023
Q4 		$4.59M Sell
8,721
-1,092
-11% -$582K 0.76% 34
2023
Q3 		$4.95M Buy
9,813
+25
+0.3% +$12.3K 0.81% 35
2023
Q2 		$4.7M Buy
9,788
+29
+0.3% +$14.2K 0.77% 43
2023
Q1 		$4.61M Buy
9,759
+165
+2% +$79.6K 0.76% 44
2022
Q4 		$5.09M Buy
9,594
+14
+0.1% +$7.42K 0.84% 30
2022
Q3 		$4.84M Buy
9,580
+115
+1% +$60.5K 0.86% 29
2022
Q2 		$4.86M Buy
9,465
+185
+2% +$92.9K 0.84% 28
2022
Q1 		$4.73M Sell
9,280
-62
-0.7% -$29.9K 0.74% 28
2021
Q4 		$4.69M Sell
9,342
-1,666
-15% -$754K 0.73% 29
2021
Q3 		$4.3M Sell
11,008
-231
-2% -$95.7K 0.69% 38
2021
Q2 		$4.5M Buy
11,239
+781
+7% +$311K 0.74% 27
2021
Q1 		$3.89M Buy
10,458
+676
+7% +$234K 0.75% 30
2020
Q4 		$3.43M Sell
9,782
-931
-9% -$312K 0.72% 34
2020
Q3 		$3.34M Sell
10,713
-3,062
-22% -$941K 0.78% 34
2020
Q2 		$4.06M Sell
13,775
-1,026
-7% -$294K 0.84% 24
2020
Q1 		$3.69M Buy
14,801
+1,645
+13% +$453K 0.85% 28
2019
Q4 		$3.87M Sell
13,156
-2,445
-16% -$640K 0.82% 29
2019
Q3 		$3.39M Sell
15,601
-357
-2% -$86.1K 0.74% 50
2019
Q2 		$3.89M Buy
15,958
+1,562
+11% +$376K 0.84% 30
2019
Q1 		$3.56M Buy
14,396
+235
+2% +$59.9K 0.75% 37
2018
Q4 		$3.53M Sell
14,161
-1,019
-7% -$269K 0.79% 31
2018
Q3 		$4.04M Sell
15,180
-47
-0.3% -$12.2K 0.8% 31
2018
Q2 		$3.74M Sell
15,227
-1,291
-8% -$310K 0.78% 29
2018
Q1 		$3.54M Sell
16,518
-4,949
-23% -$1.13M 0.75% 40
2017
Q4 		$4.73M Buy
21,467
+2,121
+11% +$450K 0.91% 28
2017
Q3 		$3.79M Buy
19,346
+857
+5% +$166K 0.76% 47
2017
Q2 		$3.43M Sell
18,489
-998
-5% -$175K 0.84% 49
2017
Q1 		$3.2M Buy
+19,487
New +$3.19M 0.99% 57

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

Institutional & Family Asset Management's UNH Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its UnitedHealth (UNH) stake by 0.58% in Q2 2024, selling an estimated $25.5K and leaving 8,851 shares worth $4.51M. The position accounts for 0.69% of the portfolio, ranked #46.

Institutional & Family Asset Management first reported a position in UNH in Q1 2017 and has held it in 30 quarters since. The position peaked at $5.09M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

  • Institutional & Family Asset Management held 8,851 shares of UnitedHealth worth $4.51M as of Q2 2024.
  • Institutional & Family Asset Management sold 52 UnitedHealth shares in Q2 2024, an estimated $25.5K.
  • UnitedHealth made up 0.69% of Institutional & Family Asset Management's portfolio in Q2 2024, its #46 holding.
  • Institutional & Family Asset Management first reported a position in UnitedHealth in Q1 2017 and has held it in 30 quarters since.
  • Institutional & Family Asset Management's UnitedHealth position peaked at $5.09M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.